4.010 Sept 2023Client directorCurrent employeeRecommendCEO approvalBusiness outlookProsVariety of investment products, good client baseConsLack of diversity and leadershipShow more
5.01 Jul 2026Client service representativeCurrent employee, less than 1 yearHouston, TXRecommendCEO approvalBusiness outlookProsGreat culture and work life balance Promote from withinConsIntense amount of information during trainingShow moreHelpfulShare
5.029 Jun 2026Senior portfolio specialistCurrent employee, more than 8 yearsHouston, TXRecommendCEO approvalBusiness outlookProsGreat opportunity to learn from some of the brightest minds in the industry. Lots of grunt work to build a solid foundation and understanding of multi-asset investing.ConsNo clear career path and opportunities for growth.Show moreHelpfulShare