Steven Franco is an experienced finance professional currently serving as an Associate Portfolio Manager and previously as an Investment Operations Associate at EP Wealth Advisors since March 2021. Prior to this, Steven worked at The Matian Firm, APC as an Accounts Payable/Accounts Receivable Specialist from March 2020 to March 2021. Earlier experience includes a role as Sales Manager at Mobilution Inc from January 2016 to March 2020, where responsibilities included managing up to 20 employees, addressing workplace issues, and creating beneficial schedules. Steven holds a Bachelor of Science in Business Administration with a focus on Finance from California State University, Long Beach, completed in 2019.
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