CG Financial Services
We are seeking a detail-oriented and results-driven Project Manager to lead and coordinate projects from initiation to completion, with initial focus on a data lake and CRM migration. The role involves planning, executing, and delivering projects on time and within budget while aligning with company goals. The ideal candidate will manage project scope, resources, and stakeholder communication to ensure successful outcomes.
Adaptive financial planning that guides individuals and businesses through life’s changes with financial advisors, wisdom, and resources.
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 CG Financial Services.