Raymond James
The role involves administering personal trust, estate, and custody accounts, ensuring compliance with legal and fiduciary principles. It requires interpreting trust documents, managing account administration, and working closely with clients and financial professionals to meet their financial objectives.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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