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© All Rights Reserved. ApplyBlast.com
Creweadvisors
Client Services Associate at Crewe Advisors supports Wealth Advisors in Salt Lake City, providing white-glove customer service, completing financial tasks, and assisting with client planning and coordination.
Headquarters
Salt Lake City, Utah, United States
Company Size
11-50 employees
Founded
2015
Crewe Advisors is a boutique financial advisory firm that provides personalized wealth management, retirement planning, investment guidance, and holistic financial planning for individuals and families. The firm operates in the financial services industry and focuses on helping clients achieve long-term financial clarity and peace of mind through tailored advice.
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 Creweadvisors.
20% above the average for this role