oraclecloudinfrastructure
This role focuses on supporting wealth managers by providing technical and fundamental research for equities to assist in raising funds from HNI and UHNI clients. The position involves regular client meetings, regional visits, and delivering investment updates and educational guidance to clients and relationship managers. The incumbent is responsible for maintaining market knowledge and supporting client engagement through research reports and newsletters.
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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,
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