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Los Angeles - San Francisco - Denver - Seattle - San Diego


  • Managing Director - Wealth Management
  • Sr. Portfolio Manager - Equities
  • Regional Manager - Private Banking
  • Team Leader - Private Banking
  • Director - Investment Management Sales
  • Brokers - High Net Worth Wealth Management
  • Vice President - High Yield Fixed Income Sales
  • Senior Vice President -Trust and Estates
  • Vice President - Financial Planning
  • Managing Director - Multi-family Office
  • Managing Director - Leveraged Finance
  • Vice President - Mortgage
  • SVP - Sales Manager - Registered Investment Advisor


Boutique firm focused only on financial services.
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Search professionals from the financial services industry.
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Consistently high rate of successful placements and repeat business.
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Result oriented fee policy with guarantees.
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