5,05 mag 2021Wealth advisorDipendente attualeWest Vancouver, BCConsigliaGradimento del CEOPronostico commercialeVantaggiWe do good work for client's portfolios and financial planning.SvantaggiLarge bank brings some complexity.Mostra di più
5,018 set 2017Investment analystDipendente attuale, più di un annoNew York, NYConsigliaGradimento del CEOPronostico commercialeVantaggiSoctia Mcleod was a good investment banking firm with solid reputation with clients.SvantaggiWhile technology lacked and focus on small clients lacked, the overall approach I took in a detailed focus on my clients worked very well.Mostra di piùUtileCondividi
4,015 gen 2024Administrative associateDipendente attualeConsigliaGradimento del CEOPronostico commercialeVantaggiESOP plan 60% match, private insurance, growth opportunitiesSvantaggiBase salary low, require shared commissionsMostra di piùUtileCondividi