Accounting and Finance

Founder & CEO

Managing Director and Senior Wealth Advisor

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Zoe Raises $30M in Series B Funding

Sageview backs $30m Series B for WealthTech disruptor Zoe

Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management

Associate, Salesforce Developer & Integrations

Mariner is seeking a skilled Salesforce Developer to enhance advisor workflows and improve client engagement through the development and maintenance of Salesforce CRM solutions. The role involves designing custom solutions, integrating with financial services tools, and providing user support and training.

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