Convergent Wealth Advisors – Potomac, MD
The Senior Compliance/Risk Associate will be responsible for assisting with Company’s regulatory compliance program, risk assessment program, and… Convergent Wealth Advisors
Doesn't RecommendNeutral OutlookApproves of CEO
- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
I worked at Convergent Wealth Advisors full-time (More than 5 years)
a very interesting client base, very smart research team, CEO Dave Zier is a well-intentioned, nice guy
Top heavy with senior management, none of whom (except Zier) are client facing. "Employees are are greatest asset" is a motto that doesn't ring very true when push comes to shove. Lockshin (founder) checked out a while ago. There is not a lot of trust in senior management. A lot of employee turnover in the past few years.
Advice to Management
rethink the role (or lack thereof) of the president, CFO, other non-revenue generating positions. Figure out what you are doing with Independence.