Whittier Trust Company
A part‑time summer internship with Whittier Trust supporting the Client Advisory team. Interns will assist advisors with account management, research, financial modeling, and client event coordination while gaining exposure to wealth management tools such as Salesforce, Addepar, Bloomberg, and FactSet.
Less complexity. Boundless possibilities with Whittier Trust. Tailored strategies for high-net-worth individuals, families, businesses, and foundations. SPEAK TO AN ADVISOR Who We Are Your Partner in Multigenerational Wealth Management At Whittier Trust, we have been guiding individuals, families, and foundations toward financial success for over 35 years. Who We Are Your Partner in Multigenerational Wealth […]
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 Whittier Trust Company.
Whittier Trust Company didn’t post a salary, so this is our estimate from similar listings.
13% below the average for this role