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Wilmington Trust N.A.
The Wealth Advisor at Wilmington Trust serves as the primary relationship manager and trusted advisor for high-net-worth and ultra-high-net worth individuals, families, and business owners. This role involves developing new client relationships, deepening existing ones, and leading the delivery of customized financial planning, investment, and banking solutions. The Wealth Advisor collaborates with a team of specialists to provide a comprehensive and coordinated wealth management experience tailored to each client's unique needs.
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 Wilmington Trust N.A..