MOLLY WALLACE - CLIENT RELATIONSHIP MANAGER

MOLLY WALLACE - CLIENT RELATIONSHIP MANAGER

0.00

As a client liaison in our San Francisco office, Molly is responsible for managing day-to-day relationships and activities including funds flow, trading and reporting. She also assists with asset allocation classification and portfolio management.

Prior to joining Robertson Stephens, Molly began her career in the financial services industry as a Sales Assistant at Alamo Capital Investment Services where she worked with the retail and institutional sales team. She has experience in compliance, client services, new accounts, trading and marketing.

Molly holds a BA in Political Science from the University of Arizona. Molly is registered with Robertson Stephens Securities LLC.

Add To Cart