VC

Vikram Chugh

Chief Operating Officer

Robertson Stephens

New York, New York


Contact Information

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Company Information

Company
Robertson Stephens
Industry
financial services
Employees
120.0
Seniority
C suite
Annual Revenue
7000000.0

Technologies

Salesforce Mimecast Outlook Pardot Microsoft Office 365 Oracle Cloud A2 Hosting DNS Vimeo WordPress.org Hotjar reCAPTCHA Adobe Media Optimizer Mobile Friendly Linkedin Marketing Solutions Gravity Forms Cedexis Radar Google Analytics Google Tag Manager Bootstrap Framework Google Font API Remote

Keywords

wealth management investments financial planning financial services family office alternative investments investment strategy fiduciary services digital solutions independent investment advice holistic planning institutional quality investments financial technology wealth preservation long-term financial success risk assessment customized investment portfolios entrepreneurial wealth client-centric approach wealth accumulation asset management client relationships investment insights financial reporting personalized dashboards wealth distribution market analysis financial advisory investment consulting risk management portfolio diversification wealth growth succession planning family office services financial literacy start-up advisory ethical investing financial decision-making legacy planning performance reporting financial metrics income generation comprehensive wealth solutions sustainable investing technology integration financial forecasts investment philosophy wealth optimization financial risk assessment executive wealth planning business owner services transparency in finance collaborative financial service investment management finance technology information technology & services financial consulting consulting management consulting

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