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Erika Pintard

Salesforce Certified Administrator at Mission Wealth

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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

Brad Stark

Founder and Chief Compliance Officer

Rachel Roberts

Senior Client Services Representative

Helena Angwin

Senior Marketing Manager

Carla Ramos

Investments Operations Manager at Mission Wealth

Herb Gebhart

Senior Wealth Advisor Associate

Erika Pintard

Salesforce Certified Administrator

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