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Fieldpoint Private is a boutique private bank and wealth advice organization. It was founded in the early days of the financial crisis by 31 people, including former Chairman and CEOs of some of America's most well-known and successful financial and consumer firms. It is based in Greenwich, Connecticut. Their intention was not to create a corporation that would imitate large, established organizations, but rather to serve as an alternative. Fieldpoint Private manages more than $3 billion in assets and employs more than 80 people across three offices in Palm Beach, New York City, and Greenwich. Currently, they are offering job opportunities for the position of Commercial Loan Closing Specialist.

Company - Private
Small
Multiple locations
Investing Companies, Financial Transactions Processing / Reserve / Clearinghouse Companies, Consulting Companies
2008

Team

Professional experience

How many years of experience do Fieldpoint Private employees have before joining?
Years of experience at Fieldpoint Private: Newcomers: 19%, Experiencers: 8%, Experts: 12%, Veterans: 61%. Fieldpoint Private employees have 8+ years experience on average before joining.
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Where did Fieldpoint Private employees work before joining?
Where they've worked before Fieldpoint Private: Analytic Asset Management, Citi, J.P. Morgan. Typical Fieldpoint Private employees have worked at Analytic Asset Management.
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Analytic Asset Management
Citi
J.P. Morgan
What industries did Fieldpoint Private employees work in previously?
Industry Background: The most typical industries of Fieldpoint Private: Commercial Banking Companies, Investment Banking & Securities Brokerage Firms, Investing Companies, Finance & Insurance Companies, Insurance Agency & Brokerage Firms. Fieldpoint Private employees most likely come from a Commercial Banking Companies industry background.
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Where did Fieldpoint Private employees work before joining?
Past employers' size at Fieldpoint Private: Small: 29%, Medium: 10%, Large: 61%. Most Fieldpoint Private employees have previously worked at large companies.
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Educational background

What did employees at Fieldpoint Private study?
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Where did employees at Fieldpoint Private study?
Bucknell University
Fairfield University
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Employee data

How long do people stay in a role at Fieldpoint Private?
Time employed at Fieldpoint Private: <1: 12%, 1-3: 39%, 4-8: 39%, 9-13: 10%, 14-20: 0%, 20+: 0%. Most Fieldpoint Private employees stay with the company for 1-3 years which is less than the industry average.
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How does Fieldpoint Private rank for age & gender diversity?
Gender ratio at Fieldpoint Private: 63.0% Male and 37.0% Female. Age ratio at Fieldpoint Private: 16-20: 0%, 21-30: 24%, 31-40: 13%, 41-50: 20%, 51-60: 41%, 60+: 2%. Fieldpoint Private rates - 6.0% less female than the industry average. Most Fieldpoint Private employees are 51-60, which is above the industry median age range.
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What are the top roles at Fieldpoint Private?
Top roles of Fieldpoint Private: Managing Director, Associate, Vice President, Research Director, Credit Officer. The top role at Fieldpoint Private is Managing Director.
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Managing Director
Associate
Vice President
Research Director
Credit Officer

Career advancement

How does Fieldpoint Private rank for career advancement?
Career advancement at Fieldpoint Private: very low. Fieldpoint Private ranks very low for career advancement which is below the industry average.
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What companies do Fieldpoint Private employees go on to work at?
Future employers of Fieldpoint Private: Accenture Federal Services, AQR Capital Management, Aspen Tree Advisory (Aspen Tree, LLC.), BlackRock, Deutsche Bank Securities. People who work at Fieldpoint Private most typically go on to work for the Accenture Federal Services.
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Accenture Federal Services
AQR Capital Management
Aspen Tree Advisory (Aspen Tree, LLC.)
BlackRock
Deutsche Bank Securities