50+ EMPLOYEES
17
Private Ocean Wealth Management
Employees 50 | Firm Type RIA | CEO Greg Friedman | Location San Rafael, Calif. | Primary Custodian Schwab Advisor Services |
Cultivating strong employee connections to Private Ocean Wealth Management and to one another is one of the primary goals of the twice a-year, off-site retreats the firm holds. Retreat activities include 60-second shoutouts, where individuals are assigned to interview someone they don’t know well and give a short speech about one of the person’s accomplishments. Employees talk in small groups about why they like working at the firm and also learn how to convey this message to listeners according to their communication style.