• Senior Lead Wealth Planning Strategist

    Wells Fargo (New York, NY)
    …understanding of client goals and objectives + Work with Advisors to develop business opportunities with clients and prospects + Focus on cash flow analysis, ... analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies… more
    Wells Fargo (10/01/25)
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  • Equity Research, Associate - Metals, Mining…

    Wells Fargo (New York, NY)
    …Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **In this role, you will:** Primary ... update financial models and databases + Author, with Senior Analyst , differentiated research content on companies and industry themes...Date:** 6 Oct 2025 **_Job posting may come down early due to volume of applicants._** **We Value Equal… more
    Wells Fargo (10/02/25)
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  • Commercial Credit Senior Associate

    M&T Bank (Hauppauge, NY)
    …but is not limited to annual reviews, interim update memos, a covenant monitoring program , problem loan management, early warning indicators, and other forms of ... RMs to gain a thorough understanding of the client/prospect and their business to effectively analyze and underwrite the proposed transaction. Based on underwriting… more
    M&T Bank (09/14/25)
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  • Commercial Credit Lead

    M&T Bank (Tarrytown, NY)
    …(and PLRs and Guarantor Assessments), interim update memos, a covenant monitoring program , problem loan management, early warning indicators, and other forms ... losses and assign an accurate risk rating. A CCM program includes but is not limited to annual reviews...gain a thorough understanding of the client/prospect and their business to effectively analyze and underwrite the proposed transaction.… more
    M&T Bank (07/24/25)
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