• Senior Private Client Relationship Manager

    First Horizon Bank (Fort Worth, TX)
    …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, and mortgage… more
    First Horizon Bank (05/09/25)
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  • Tax Digital Transformation, Senior

    Deloitte (Dallas, TX)
    …inclusive of tax compliance and advisory client service delivery for Corporate, Investment Management , Operating Flowthroughs, Individuals, Estates & Trusts, and ... one or more of the following tax compliance related areas: Corporate, Investment Management , Operating Flowthroughs, Individuals, Estates & Trusts, or Indirect.… more
    Deloitte (05/21/25)
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