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Jim Mocci
Jim Mocci
Managing Director, Head of Marketing | EP Wealth Advisors
San Francisco, California, United States
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.
Jim Mocci
Work Experience
Managing Director, Head of Marketing at
EP Wealth Advisors
May 2022 - Present
Vice President - Brand Advertising & Global Creative Services at
Fisher Investments
September 2016 - May 2022
Director & COO for Global iShares Marketing at
LLC Black Rock
September 2012 - August 2016
Vice President & Institutional Marketing Manager at
LLC Black Rock
April 2009 - September 2012
Principal & Marketing Manager at
Barclays Global Investors
April 2009 - December 2009
Vice President - Marketing Manager at
Wells Fargo & Company
January 2006 - March 2009
Assistant Vice President, Marketing Manager at
Wells Fargo & Company
January 2005 - January 2006
Assistant Vice President, Marketing Program Manager at
Wells Fargo & Company
January 2002 - January 2005
Lead Conversion Product Manager at
Wells Fargo & Company
January 2000 - January 2002
Marketing / Environmental Coordinator at
COURSECO LTD
January 1997 - January 2000
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
******@epwealth.com
*******@fi.com
*******@fisherinvestments.com
*********@wellsfargo.com
Colleagues
Vice President and Wealth Advisor at EP Wealth Advisors
Vice President, Advisor
Chief Executive Officer
Vice President
Executive Vice President / Partner
Senior Vice President, Partner
Vice President / Partner
Vice President/Partner
Vice President, Partner, and Financial Advisor
Vice President of Wealth Management