- BMO Financial Group (Los Angeles, CA)
- …/ re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support ... and Partnership (25%) Credit Assessment & Risk Management + Operate as key member of the deal...timely basis. + Oversee documentation and ongoing monitoring of asset and client performance. Sales Support and Partnerships +… more
- CIBC (San Francisco, CA)
- …local internal awareness of Family Office services. + Assist clients with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account ... Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative services.… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... commercial loans, land and construction loans, income property loans, and private banking lines. The role focuses on restructuring troubled borrower relationships,… more