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Jim Mocci is the Managing Director and Head of Marketing at EP Wealth Advisors. Previously, Jim held the position of Vice President - Brand Advertising & Global Creative Services at Fisher Investments and Director & COO for Global iShares Marketing at BlackRock. Prior to that, Jim was the Vice President - Marketing Manager at Wells Fargo. With a Bachelor of Science in Environmental Economics and Policy from the University of California, Berkeley, Jim has extensive experience in marketing management roles across various financial institutions.