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Jim Mocci

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Jim Mocci

Managing Director, Head of Marketing | EP Wealth Advisors

San Francisco, California, United States

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Jim Mocci

Summary

Jim Mocci is a seasoned marketing executive with extensive experience in the financial services sector. Currently serving as the Managing Director and Head of Marketing at EP Wealth Advisors, he has a proven track record in strategic planning, marketing operations, and product management. His career spans notable organizations including Fisher Investments and Blackrock, where he led significant marketing initiatives and operational strategies. Jim's expertise encompasses a wide range of areas, from digital marketing to asset management, and he is known for his ability to drive results in competitive environments. A graduate of the University of California, Berkeley, he holds dual degrees in Science and Arts. Jim is passionate about leveraging innovative marketing strategies to enhance business growth and customer engagement.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Jim Mocci

Work Experience

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Managing Director, Head of Marketing at

EP Wealth Advisors

May 2022 - Present

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Vice President - Brand Advertising & Global Creative Services at

Fisher Investments

September 2016 - May 2022

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Director & COO for Global iShares Marketing at

LLC Black Rock

September 2012 - August 2016

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Vice President & Institutional Marketing Manager at

LLC Black Rock

April 2009 - September 2012

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Principal & Marketing Manager at

Barclays Global Investors

April 2009 - December 2009

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Vice President - Marketing Manager at

Wells Fargo & Company

January 2006 - March 2009

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Assistant Vice President, Marketing Manager at

Wells Fargo & Company

January 2005 - January 2006

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Assistant Vice President, Marketing Program Manager at

Wells Fargo & Company

January 2002 - January 2005

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Lead Conversion Product Manager at

Wells Fargo & Company

January 2000 - January 2002

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Marketing / Environmental Coordinator at

COURSECO LTD

January 1997 - January 2000

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Jim Mocci

Education

University of California, Berkeley, Bachelors

January 1970 - January 1970

University of California, Berkeley, Bachelors

January 1970

Frequently Asked Questions about Jim Mocci

What is Jim Mocci email address?

Jim Mocci's primary email address is ******@epwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jim Mocci work for?

Jim Mocci is a Managing Director, Head of Marketing at EP Wealth Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Jim Mocci graduated from?

Jim Mocci holds a degree in Bachelor Of Science from University of California, Berkeley.

How can I directly contact Jim Mocci?

To contact Jim Mocci directly, you can use the email address ******@epwealth.com. Complete contact information is available upon registration with Muraena.

Who is Jim Mocci?

Jim Mocci is a seasoned marketing executive with extensive experience in the financial services sector. Currently serving as the Managing Director and Head of Marketing at EP Wealth Advisors, he has a proven track record in strategic planning, marketing operations, and product management. His career spans notable organizations including Fisher Investments and Blackrock, where he led significant marketing initiatives and operational strategies. Jim's expertise encompasses a wide range of areas, from digital marketing to asset management, and he is known for his ability to drive results in competitive environments. A graduate of the University of California, Berkeley, he holds dual degrees in Science and Arts. Jim is passionate about leveraging innovative marketing strategies to enhance business growth and customer engagement.

Jim`s contact details

mail

******@epwealth.com

*******@fi.com

*******@fisherinvestments.com

*********@wellsfargo.com

Colleagues

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Cfp Nick Hatfield Cpwa

Vice President and Wealth Advisor at EP Wealth Advisors

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Cfp Armando Estevane

Vice President, Advisor

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Ryan Parker

Chief Executive Officer

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Ryan Schwartz Cfa Cfp

Vice President

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Cfp Ryan Serrecchia

Executive Vice President / Partner

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Ryan Ignacio Cfa Cfp

Senior Vice President, Partner

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Cfp️ Richard Janke

Vice President / Partner

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Cfp Rick Bryan

Vice President/Partner

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Tammy Prouty

Vice President, Partner, and Financial Advisor

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Robert Davis

Vice President of Wealth Management

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