- Truist (Jupiter, FL)
- …planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the ... update sales activity, pipeline and other pertinent information using the bank 's contact management system. 5. Establish and maintain excellent working relationships… more
- Deloitte (Miami, FL)
- …work experience in corporate restructuring, Rx or distressed investment banking, commercial bank credit , and/or consulting or corporate positions with a ... certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Turnaround Professional (CTP), or Certified Insolvency and… more