Esper Elhelou, CFP® in

Esper Elhelou, CFP®

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Private Wealth Advisor at U.S. Bank
📍 Los Angeles Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
14 Years
Current Role
Private Wealth Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Esper shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Esper cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2022
Private Wealth Advisor
U.S. Bank
4-2019 - 9-2022
Wealth Management Banker
U.S. Bank
6-2017 - 3-2019
Private Banker with MUFG, Union Bank
MUFG
1-2016 - 5-2017
Relationship Manager, Private Banking
Banc of California
3-2011 - 1-2016
Regional Bank Private Banker
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2020
PFP
UCLA
2011 - 2013
Bachelor of Science (BS)
California State University, Los Angeles
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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