Gallin Associates
The role supports financial advisors by handling daily administrative tasks such as opening new client accounts, preparing documentation, and managing client information. It also involves preparing presentations, inputting data into planning software, and managing the CRM system.
Headquarters
Bedford, New Hampshire, United States
The primary focus of our firm has been recruiting for Management, Engineering, Manufacturing, Research and Development, Sales and Marketing positions.
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
View leadership team, funding history,
and employee contacts for Gallin Associates.
Gallin Associates didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role
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