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TowneBank
The Trust Advisor is a senior fiduciary professional who partners with wealth management and banking teams to provide high-level advice, fiduciary administration, and relationship management for high‑net‑worth individuals, families, and institutions. The role involves overseeing trusts, estates, and investment accounts, delivering financial planning guidance, and driving business growth through client relationship development.
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 TowneBank.
11% below the average for this role