DS Advisors LLC
The Wealth & Trust Advisor at Baker Boyer manages and develops relationships for trust, estate, and investment accounts, utilizing a client-centered approach to meet diverse financial goals. This role involves administering accounts, providing fiduciary and investment expertise, and collaborating with a team to deliver comprehensive financial services. The position requires proactive client retention, business development, and adherence to regulatory standards to support long-term client success.
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 DS Advisors LLC.