4.0Jan 21, 2017Good CultureAnonymous employeeFormer employeeRecommendCEO approvalBusiness outlookProsGreat culture and firm to work for!ConsSomewhat disorganized and a decent amount of down time.Show more
3.0Dec 6, 2024Good Place to Work Client services associateCurrent employeeWestlake Village, CARecommendCEO approvalBusiness outlookProsGood people and good culture; hybridConsno growth opportunities unless you want to be a financial advisorShow more
5.0Mar 27, 2024Great ExperienceAssociateFormer employee, more than 3 yearsWestlake Village, Los Angeles, CARecommendCEO approvalBusiness outlookProsFriendly & Diverse Work Environment Experiencing Strong Growth Exceptional Leadership Team Supports Career DevelopmentConsNot Fully Remote Occasional Communication Gaps between TeamsShow more
