formerly Prospect.
Company Information
Website
Employee count
194
Industry
Financial Services
Headquarter
Santa Barbara, California, United States
Taylor Chipp
Senior Vice President, Client Services
Jason Cohn C(K)P, AIF, AWMA
Senior Vice President of Wealth Management
Jim Giles
SVP, Information Technology
Emilio Vela, CPFA®, MBA
Director, Participant Engagement
Richard Wedge
Managing Director