TheJobsMapEQIS, a Freedom Advisors Company jobs and careers
San Rafael, CA, United States
About EQIS, a Freedom Advisors Company
EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform(TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.
Founded in 2007 by Scott Winters and William Nelson.
- Founded
- 2007
- Employees
- 125
- Total funding
- $21.7M
- Headquarters
- San Rafael
Leadership
The top of EQIS, a Freedom Advisors Company's org chart, with how many people report into each leader.
Steven M. Daignault
CFO
1 report
Brett Rainey
Chief Operations Officer
1 report
Joe Mooney
Senior Vice President of Advisor Relations
1 report
Jonathan Shiffer
Chief Investment Officer
1 report
Andrew Lucich
Chief Compliance Officer
Ben Johnson
Director Of Communications
Kellen Porter
Senior Financial Analyst
Ellen Montwori
Operations Manager
Olga Belousova
Premier Relationship Manager
Rob G.
Senior Investment Analyst
Jobs at EQIS, a Freedom Advisors Company
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