Erik Orbach

Manager at PHILPOTT MEEKS, LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Skills

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER
    CFP Board
    Dec, 2018
    - Nov, 2024
  • Certified Trust and Fiduciary Advisor (CTFA)
    American Bankers Association
    May, 2017
    - Nov, 2024
  • Certified Public Accountant - Inactive
    California Board of Accountancy

Experience

  • PHILPOTT MEEKS, LLP
    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Manager
      • Oct 2022 - Present

      Representing some of the most talented and successful people in the world, we believe in making it possible for you to focus on what you do best. Our responsibility is to take care of everything else. Representing some of the most talented and successful people in the world, we believe in making it possible for you to focus on what you do best. Our responsibility is to take care of everything else.

  • Kayne Anderson Rudnick
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Advisor
      • Jun 2021 - Nov 2022

  • Whittier Trust Company
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Vice President - Client Advisor
      • Sep 2014 - Jun 2021

  • Junior Achievement of Southern California
    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Senior Director of Development
      • Nov 2007 - Sep 2014

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Private Client Advisor
      • Sep 2004 - Oct 2007

  • E! Networks
    • United States
    • Entertainment Providers
    • 400 - 500 Employee
    • Internship - Finance
      • Mar 2004 - Jun 2004

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Executive Internship
      • May 2003 - Aug 2003

Education

  • University of California, Los Angeles
    BA, Business-Economics
    2001 - 2004

Community

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