I-Resource Group
The role involves building and managing a portfolio of high-net-worth clients, conducting detailed financial assessments, and developing tailored investment portfolios. It requires staying current on market trends and regulatory changes, collaborating with internal specialists, and ensuring compliance while educating clients on complex financial concepts.
Headquarters
Tampa, Florida, United States
I-Resource Group has helped hundreds of organizations attract & retain top talent while improving Organizational performance in the USA.
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 I-Resource Group.
7% above the average for this role