Decision Makers
Compliance Officer
They make sure a corporation operates morally and legally while achieving its objectives and are in charge of creating compliance processes. E-mail: a****@mail.com, is available on SoftwareOfficial.
Senior Conversion Consultant
They supervise all office duties to ensure that sales targets are reached and jobs are completed correctly. E-mail: j****@lycos.com, is available on SoftwareOfficial.
New England Institute Of Technology
This New England Institute of Technology is in control of making strategically valuable choices. E-mail: r****@icloud.com, is available on SoftwareOfficial.
Company Details
Last Update
Jul 14, 2022
Location
1000 4Th St SUITE 650, San Rafael, CA 94901
Industry
Financial Services
Specialties
wealth management
financial advisory technology
financial advisory practice management
Turnkey Asset Management Platform
Founded
2002
Number of Employee
11-50 employees
NAICS
611 - Educational Services
FAQs about decision-makers at EQIS - Reinventing Wealth Management
Where is Eqis - Reinventing Wealth Management`s office currently situated?
The company Eqis - Reinventing Wealth Management address is in San Rafael, California state.
What is the industry affiliated with Eqis - Reinventing Wealth Management?
The industry in which Eqis - Reinventing Wealth Management operates is Financial Services.
What are the names of the main decision-makers in Eqis - Reinventing Wealth Management?
The decision-makers of this company are Jillian Rizo, Angeliki Gravenites etc.
What are the specialties of the main decision-makers in Eqis - Reinventing Wealth Management?
The specialties of the company decision-makers are Compliance Officer or Senior Conversion Consultant etc.
What are the specialties of Eqis - Reinventing Wealth Management?
The special fields for Eqis - Reinventing Wealth Management are wealth management, financial advisory technology, financial advisory practice management, Turnkey Asset Management Platform, and Asset Management Platform