- Bank of America (Los Angeles, CA)
- …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life… more
- BMO Financial Group (Covina, CA)
- …partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee- based sales, and financial planning. + ... referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration… more
- JPMorgan Chase (Walnut Creek, CA)
- …and manage business credit opportunities up to $15 million; provide support to branch- based business bankers on sizeable business credit deals as needed + Deliver an ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities… more
- Cherry Bekaert (Sacramento, CA)
- …(NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of ... Actively manage a pipeline of community development finance investing, lending , and growth initiatives + Collaborate with GPS and...role:** + BA in Accounting, Finance, Economics, or related field ; Master's Degree or JD a plus + At… more
- Cherry Bekaert (Sacramento, CA)
- …applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for ... writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication skills + Knowledge of...+ BA in English, Journalism, Finance, Planning or related field preferred What We Offer You: + A well-run… more