5.0
5 May 2020
Current employee
Portland, OR
Recommend
CEO approval
Business outlook
Pros
The team is highly engaged & passionate about Investment & Financial Literacy. Team members are constantly looking for ways to improve the products, services, and customer experience. The new CEO has shifted the culture to be highly collaborative and inclusive that allows everyone to have a voice in strategies and decisions.
Cons
The culture and work environment are like a start-up, to excel you need to be nimble and able to pivot quickly to meet industry and client needs. If you like a fast-paced environment, it is a great place.