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© All Rights Reserved. ApplyBlast.com
Security National Bank
The Securities Analyst plays an integral role in managing and growing Wealth Management client portfolios by combining investment research, portfolio management, trading, and financial planning. This position involves developing investment strategies, monitoring market conditions, and delivering exceptional service to clients in collaboration with Advisors and the Wealth Management team. The role ensures client assets are managed prudently and aligned with their financial goals and investment guidelines.
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 Security National Bank.