3.0Jan 17, 2022Senior client service representativeCurrent employee, less than 1 yearRecommendCEO approvalBusiness OutlookPros- Good team - Very considerateCons- Supervisors are outdated. - Need to have better systemsShow more
5.0Sep 25, 2019Regional salesCurrent employeeRecommendCEO approvalBusiness OutlookProsGreat people fun perks even better benefitsConsSales is a hard for mutual funds nowShow moreHelpfulShare1
1.0Mar 23, 2025Anonymous employeeFormer employeeRecommendCEO approvalBusiness OutlookProsnice office in good locationConsNo clear vision from mgmt Not clear who makes decisions No clear successor to the business as a whole or in leadership Declining market share and top PM(s) have left HR is a function of the CEO and governing familyShow moreHelpfulShare