#37 - Robert Davis - Vice President at EP Wealth Advisors
Dec 8, 2022 ·
1h 16m 28s
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Description
Robert is a Vice President at EP Wealth Advisors, formerly Financial Insight Center. He graduated from Utah Valley University where he met Mark as one of his mentors. Robert was...
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Robert is a Vice President at EP Wealth Advisors, formerly Financial Insight Center. He graduated from Utah Valley University where he met Mark as one of his mentors. Robert was part of the Center for the Advancement of Leadership, an elite program for those looking to increase their leadership skills.
Robert comes on the podcast today to discuss how they met and reviewing a 10 year plus relationship. Mark and Robert have been friends since his college years and Robert manages Mark’s company 401k plan. This is an excellent episode that includes life and business together.
show less
Robert comes on the podcast today to discuss how they met and reviewing a 10 year plus relationship. Mark and Robert have been friends since his college years and Robert manages Mark’s company 401k plan. This is an excellent episode that includes life and business together.
Information
| Author | Mark McCormack |
| Website | - |
| Tags |
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