- Citigroup (San Francisco, CA)
- …markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the ... to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Assume significant levels… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Join a High-Impact Advisory Team Are you a top-performing audit professional ready to take your career to the next level? A leading boutique advisory ... a unique opportunity to work on high-profile mergers and acquisitions (M& A) transactions, collaborate with seasoned professionals, and...seasoned professionals, and make a real impact in the financial due diligence space. Why This Role Stands Out… more
- Bank of America (San Francisco, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.… more
- Bank of America (Newport Beach, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience...**Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance… more
- Deloitte (San Diego, CA)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at… more
- CIBC (Newport Beach, CA)
- …net worth clients who have sophisticated financial needs, including banking, investments , trust, and wealth advisory . + Develop and maintain personal ... a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and… more
- World Insurance Associates, LLC. (Los Angeles, CA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... Summary World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make… more
- Cherry Bekaert (Sacramento, CA)
- **Description** **Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for over 75 years! We are seeking a **Property Tax ... counsel as required. + Conduct thorough due diligence for new acquisitions and dispositions, identifying potential property tax implications and opportunities. +… more
- Bank of America (Los Angeles, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.… more
- Bank of America (San Francisco, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience...and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is… more