- Bank of America (Vancouver, WA)
- …seeks the right solutions for clients. * Efficiently manages your time and capacity . * Is thorough and thoughtful in incorporating relevant regulatory due diligence ... designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** *… more
- Atlas (Redmond, WA)
- …literature, and/or unique client relationships. + May serve as a Client Account Manager (CAM) for key clients in his/her respective area. Responsible for working ... with the client's staff. + Participates in the development, planning and implementation of public relations programs at the...read or interpret data as well as having the capacity to communicate (verbally and written) with both company… more