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ClearPath Capital Partners

Is this your company?

3 greedy partners - this company only exists to make the 3 partners of the firm rich, everything else is seconary. - Anonymous employee ClearPath Capital Partners Employee Review

1.0
9 Feb 2015
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

There are not a lot of pros to working at this company. It is in a good location in downtown SF.

Cons

They hire people with no intention of paying them until they have their own clients. This can take months, and you can only begin working here after passing the series 65 securities exam. Even then, it would take years to build up enough clients to make a decent living. Even though you are unpaid, you are expected to work 8-5 Monday through Friday, while researching potential leads by night. No leads are provided, merely some phone numbers to cold call. The business model revolves around getting people to work for no pay for a while, having those people get burned out and quit, passing on their leads essentially for free. They have cheap, terrible CRM software. The atmosphere at this place is so Republican it's toxic, with "Libtard" being a common term used by the partners to describe anyone remotely liberal.

Explore other reviews about ClearPath Capital Partners

5.0
28 May 2016
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The company has been around 20 years with a well respected reputation. Strategic partners and vendors have the highest accolades. Great culture and respect in the work environment. Collaboration with management on planning and vision.

Cons

Smaller firm experiencing big growth is always challenging - but exciting.

4.0
6 Nov 2017
Recommend
CEO approval
Business outlook

Pros

You will learn a lot of information about how financial institutions work. You can sit in on calls, learn about how to make spreadsheets, and discover how to create new leads. The team (when I worked there) is fun and very willing to help teach you if you want to learn. When I worked there my transportation was paid for, which is a big plus among unpaid internships and I believe there was a couple of other paid full time interns there as well.

Cons

Some things that you will be asked to do will be busy work, but that is part of being an intern. Also, on slower days you may have to ask around for work (which I recommend that you do in order to get the best out of your internship).

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