- Raymond James Financial, Inc. (Chicago, IL)
- …guidelines, and protocols to ensure the company complies with regulations and good financial practice . + Develop and amend investment models to provide input to ... case creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works without… more
- Raymond James Financial, Inc. (Chicago, IL)
- …key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... protocols to ensure the company complies with regulations and good financial practice . Provide specialist advice on the interpretation and application of policies… more
- Thrivent Financial (IL)
- …Key responsibilities include oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with ... by Jenny McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our… more