Tool Time
This project management tool helps the PI Team track their process, also a day of the week
This response bothers Jilda when asking teams to approve their business cards
Dead silence
This team is very prompt when responding to PI Emails
The Financial Planning Team
This firm is the largest acquisition to date in the history of EP Wealth Advisors
Team Utah
This well known disease briefly slowed down the PI team in 2020
The COVID-19 global pandemic
This tool is shared with teams and is "information central" throughout the integration process
Egnyte
This one thing bothers Debi Murphy to no end when it comes to attending meetings
Showing up 1 second late to a meeting
This department of one is amazing and also was a former actor
Sherryl Ray
This firm helps find potential acquisitions for EP Wealth Advisors
Wealth Partners Capital Group
The Partnership Integration Team helped onboard this many employees into EP Wealth Advisors
42
This is the name of the PI Team's weekly meeting with internal department leaders
The Partnership Integration Forum
This is what Garrett tells Debi Murphy when she is stressed
Nobody is going to die
You can hear this department director smiling even when talking on the phone
Mario Chilin
This acquisition was the most pleasant team to work with and very easy to integrate
All of them
Debi Murphy likes to drink this drink to wake up in the mornings
Coffee