- City National Bank (Los Angeles, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- Fannie Mae (San Francisco, CA)
- …to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You will act as a ... in the housing ecosystem. In this role, you will consult with team members and management to provide core legal counsel and services to the company on a variety of… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi… more
- City National Bank (Los Angeles, CA)
- …second line of defenseSpecific experience and knowledge will be gained in:* Cross- asset and cross-product investments* Management of real time risk, reporting, ... include, but not limited to: Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business… more
- EPAM Systems (San Jose, CA)
- …& Gas industry, including trends like energy transition, sustainability initiatives, asset management , and digital operations. Experience selling or consulting ... best practices in Oil & Gas digital transformation + Serve as a trusted advisor and primary point of contact for AWS-related initiatives, staying abreast of AWS… more
- Gilead Sciences, Inc. (Foster City, CA)
- …discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking ... be opportunities to counsel and present to our business leaders including executive management across the company and serve as a representative in external forums.… more
- City National Bank (Los Angeles, CA)
- …representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational ... inquiries when Financial Advisors are unavailable and where knowledge of asset allocations and strategies is needed. * Develop/Maintain strong working knowledge… more