David Yepez

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

David Yepez formerly worked at Exencial Wealth Advisors LLC, as Lead Analyst & Portfolio Manager from 2021 to 2022.
Mr. Yepez received his undergraduate degree from the University of Oklahoma.

Precedenti posizioni note di David Yepez

Società	Posizione	Fine
Exencial Wealth Advisors LLC Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.	Analyst-Equity	01/08/2022

Vedi nel dettaglio l'esperienza di David Yepez

Formazione di David Yepez

University of Oklahoma

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di David Yepez

Relazioni

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Società collegate

Aziende private	1
Exencial Wealth Advisors LLC Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.	Finance