Nicholas Lee: Email & Phone Number

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Investment Operations Associate - Annuities at EP Wealth Advisors|Los Angeles Metropolitan Area, United States

Position:

Investment Operations Associate - Annuities at EP Wealth Advisors

Location:

Los Angeles Metropolitan Area, United States

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Last updated: 2026-08-10

Updated: 2026-08-10

Found email addresses for Nicholas Lee:

Business emails:

n*******l@epwealth.com

Found phone for Nicholas Lee:

+1-***-***-3238

A different Nicholas Lee?

Work Experience 6 years

Investment Operations Associate - Annuities at EP Wealth Advisors

Mar 2026 - Current

Internal Wholesaler at Brighthouse Financial

Aug 2024 - Mar 2025

Internal Sales Associate at Brighthouse Financial

Sep 2023 - Aug 2024

Wealth Management Intern at DWM dwm.vn

Apr 2022 - Jun 2023

Server, Cashier at ALII FISH COMPANY, LLC

Jul 2020 - Dec 2020

Nicholas Lee started working in 2020, then the employee has changed 3 companies and 4 jobs. On average, Nicholas Lee works for one company for 8 months.

Their professional focus is Analytical Skills, Data Analysis, and Financial Analysis across 3 core areas.

Education

Bachelor of Business Administration - BBA at University of California, Riverside

Nicholas Lee Namesakes

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Nicholas Lee

Oaklawn Hot Springs

Kitchen Manager

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Nicholas Lee

Automation Designs & Solutions, Inc.

Technical Support Specialist

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Nicholas Lee

Santos Ltd

Graduate Engineer

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