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Chrissy Roberts

Senior Marketing Impact Specialist at Mission Wealth

  • LinkedIn

When reflecting on my career aspirations, I envision myself making a profound impact on the community while upholding strong corporate values. Over the last ten years, I have delved into ...

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MISSION WEALTH

MISSION WEALTH

  • description Description
    Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and impl...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Mission Wealth Org Chart and Mapping

Matthew Adams

CEO & Managing Partner

Employees

Austin Roberts

Wealth Advisor Associate Intern

Carla Ramos

Investments Operations Manager at Mission Wealth

Erika Pintard

Salesforce Certified Administrator

Jake Laughlin

Technology and Data Associate

Renee Hennessee

Partner and Chief Technology Officer

Kieran Osborne

Chief Investment Officer

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  • Phone number  :  (***)-***-****
  • Email  :  c****@missionwealth.com

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