3,0
24 set 2025
Dipendente attuale, più di un anno
Lake Oswego, OR
Consiglia
Gradimento del CEO
Pronostico commerciale
Vantaggi
- A lot of learning since the firm covers different aspects of Finance. (Financial Planning, Investments, Tax) - Smaller firm that allows more flexibility and more learning opportunities - Good team of analysts and client service people that are generally hard working, nice, and helpful.
Svantaggi
- Very high turnover, mostly due to the company's CEO - Understaffed at times (due to high turnover) - Not many long lasting analysts or client service employees and therefore there are always new people that need training each year. Which ironically, isn't the best ROI.