5.017 Feb 2021AssociateCurrent employee, more than 1 yearRaleigh, NCRecommendCEO approvalBusiness outlookProsGood team and interesting work.ConsThere is really nothing to say.Show more
5.021 Nov 2023AssociateCurrent employee, more than 5 yearsRaleigh, NCRecommendCEO approvalBusiness outlookProsTerrific work environment and culture. Small organization with ability to effect change and truly help shape both the investment portfolio and your own career.ConsNot for those that need to be part of a large organization to feel valuable.Show moreHelpfulShare
5.025 Nov 2016Vice president salesFormer employee, less than 1 yearAnnapolis, MDRecommendCEO approvalBusiness outlookProsIntimate, Kind, Flexible Hours in Investment Industry which is incredibly rare, holisticConsSmall, Need your own book of business, should have some prior knowledge of industry and some licenses/exams done before or in shortly thereafter.Show moreHelpfulShare