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© All Rights Reserved. ApplyBlast.com
Westchester Capital Management
Kayne Anderson Rudnick is hiring a Lead Advisor to join the Pacific Northwest region team, partnering with a Business Development Officer to manage high-net-worth client relationships. This role involves developing customized investment proposals, providing financial planning using the eMoney platform, and delivering comprehensive wealth management services including asset allocation and estate planning. The position requires a collaborative approach to build client practices through referrals and additional funding.
Headquarters
Valhalla, New York, United States
Company Size
501-1000 employees
Founded
1980
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 Westchester Capital Management.
11% below the average for this role
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