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EQIS Claimed Company
EQIS Company Culture
EQIS Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
N/A
Company Information
- Address
- 1000 4th Street, Suite 650
San Rafael, CA 94901
United States of America
- Website
- www.public.eqis.com
- Founded
- 2002
Company Description
Eqis is to reinvent the wealth management industry with one powerful, integrated, cloud based platform designed to maximize flexibility.
Key Executives
Name & Title
Bio
Joseph Hunter
CEO / President
Joseph Hunter serves as the CEO / President of EQIS.
Jonathan Shiffer
Chief Investment Officer
Jonathan Shiffer serves as the Chief Investment Officer of EQIS - Reinventing Wealth Management. Jonathan started at EQIS - Reinventing Wealth Management in April of 2018. Jonathan is currently based in the Greater Denver Area.
Kari Franz
Senior Vice President Marketing
Kari Franz serves as the Senior Vice President Marketing of EQIS - Reinventing Wealth Management. Kari started at EQIS - Reinventing Wealth Management in March of 2017. Kari is currently based in the San Francisco Bay Area.
Susan Woodard
Chief Compliance Officer
Susan Woodard serves as the Chief Compliance Officer of EQIS - Reinventing Wealth Management. Susan started at EQIS - Reinventing Wealth Management in April of 2018. Susan is currently based in the San Francisco Bay Area.
Tim Parkinson
Chief Distribution Officer
Tim Parkinson serves as the Chief Distribution Officer of EQIS - Reinventing Wealth Management. Tim started at EQIS - Reinventing Wealth Management in December of 2017. Tim is currently based in the Greater Minneapolis-St. Paul Area.
James Mikulski
Executive
James Mikulski serves as the Executive of EQIS - Reinventing Wealth Management. James started at EQIS - Reinventing Wealth Management in February of 2008. James is currently based in the San Francisco Bay Area.
Bill Servis
SVP Key Accounts
Bill Servis serves as the SVP Key Accounts of EQIS.
Jason Davey
VP Engineering
Jason Davey serves as the VP Engineering of EQIS.
Joseph Casto
Vice President of Engineering and Technology
Joseph Casto serves as the Vice President of Engineering and Technology of EQIS.
Lisa Curran
Chief Administrative Officer
Lisa Curran serves as the Chief Administrative Officer of EQIS.
HR Leaders
Name & Title
Bio
Joanne Newburn
Director, Human Resources
Joanne Newburn serves as the Director, Human Resources of EQIS - Reinventing Wealth Management. Joanne started at EQIS - Reinventing Wealth Management in February of 2016. Joanne currently resides in the San Francisco Bay Area.
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Gender Score How positively women rate their overall experience at EQIS
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Diversity Score How positively minorities rate their overall experience at EQIS
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