DS Advisors LLC
The Senior Wealth & Trust Advisor administers, retains, and manages complex trust, estate, and client relationships for high-net-worth individuals and businesses. This role serves as a trusted fiduciary, coordinating financial strategies and providing guidance aligned with client goals and legacy objectives. The position requires advanced fiduciary expertise, strong client service skills, and the ability to collaborate with internal planning specialists to deliver comprehensive financial solutions.
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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