Employee Review

  1. 2.0
    Former Employee, more than 5 years

    Great work, horrible management

    Jan 19, 2022 - Advanced Operations in Irvine, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    The work was challenging, rewarding and great clients from the advisors to the investors

    Cons

    Way to much unnecessary overtime, unreachable goals set, forced in and out of other departments, incredibly stressful micro management

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Other Employee Reviews

  1. 5.0
    Former Temporary Employee, less than 1 year

    Great place to work

    Jul 5, 2021 - Administration 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Friendly and flexible. I works work there again

    Cons

    Drive was too far for me

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  2. 1.0
    Former Employee, less than 1 year

    Horrible Experience

    Mar 23, 2021 - Account Manager in Bethesda, MD
    Recommend
    CEO Approval
    Business Outlook

    Pros

    They paid their employees well. That's about it!

    Cons

    Lack of timely communication, ie....responding to emails (emails often had to be resent a couple of days later in order to receive a response); Laying out of an on-boarding plan; Giving new hire support; Members of management were always late or did not show up to meetings; Very few things were explained; Little to no effective training by teammates or management. Very disappointing experience altogether. The lack of investment in time and resources created an scenario of being set up to fail.

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