- Truist (Mooresville, NC)
- …(preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified ... changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial… more
- UNC Health Care (Raleigh, NC)
- …Leads complex improvement projects. 6. Tools, Methodologies & Technologies-Leads/manages/Mentors specialist and analyst regarding tools, methodologies and ... and able to assist others with advanced topics. 4. Problem Solving & Implementation -Makes decisions based on analyses and data. Challenges leaders and their current… more