Stephan Geraud

Stephan Geraud is an accomplished compliance analyst currently working at EP Wealth Advisors since October 2022. Prior experience includes roles as a financial services manager at Klevens Capital Management, Inc. from December 2021 to October 2022, and as a campaign manager at Uproot Management, Inc. for a brief period in late 2021. Stephan has a background in sales as a sales consultant at Volvo Cars from September 2020 to November 2021 and as an account executive at Sinclair Broadcast Group from March to September 2020. Earlier career highlights include working as a student fundraiser at Ruffolo Noel Levitz from September 2018 to September 2020, serving as a patient service representative at Overlake Medical Center & Clinics from June 2019 to March 2020, and assisting as an administrative assistant for LMFT Lisa Geraud between February and March 2020. Educational qualifications include a Bachelor of Science in Psychology and a minor in Marketing from Washington State University, completed between 2013 and 2018.