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© All Rights Reserved. ApplyBlast.com
DS Advisors LLC
The Wealth & Trust Advisor at Baker Boyer manages trust, agency, estate, and retirement accounts for high-net-worth clients, focusing on relationship management and financial goal achievement. This role involves administering client portfolios, providing investment advice, and collaborating with a team to deliver comprehensive financial services. The position requires strong fiduciary expertise, client retention skills, and a consultative approach to wealth management.
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.