M&T Bank
Senior Wealth Advisor responsible for achieving revenue targets through acquisition, retention, and expansion of client relationships while delivering comprehensive wealth management strategies. The role serves high-net-worth and ultra-high-net-worth individuals, business owners, and families and coordinates across client relationship teams to align firm resources and solutions. Based in Los Angeles, the position is focused on profitable fee revenue growth within a fiduciary framework.
N/A
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
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and employee contacts for M&T Bank.
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