• Engagement Manager

    Umpqua Bank (Irvine, CA)
    …Manager's primary focus is to lead and implement sales initiatives to support regional revenue goals by creating and fostering a culture of exceptional client ... developing the skills and acumen of Retail & Digital branch associates and leaders using established programs and tools...relationships. + Lead and implement sales initiatives to support regional goals by creating and fostering a culture of… more
    Umpqua Bank (08/26/25)
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  • Private Wealth Client Relationship Manager

    Bank of America (Los Angeles, CA)
    …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the… more
    Bank of America (08/08/25)
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