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Dunham & Associates Investment Counsel, Inc.
A Client Services Associate at Dunham specializes in managing client accounts, resolving issues, and providing exceptional customer service in the financial services industry. The role involves interacting with clients and financial advisors, handling account-related inquiries, and supporting internal teams.
Headquarters
San Diego, California, United States
Company Size
51-200 employees
Founded
1985
Dunham & Associates Investment Counsel, Inc. is an investment management and wealth advisory firm that provides portfolio management, investment research, and trust and client service support for advisors and their clients. The company operates in the financial services industry, helping financial professionals and investors with wealth management, fiduciary-focused strategies, and operational support.
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 Dunham & Associates Investment Counsel, Inc..
59% above the average for this role