3.04 Apr 2025Client associateCurrent employeeStamford, CTRecommendCEO approvalBusiness outlookProsself-starters will find this enjoyableConslack of structure, and poor oversightShow more
5.02 Jul 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.02 Jul 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare