- Bank of America (Chicago, IL)
- …business partners including but not limited to: Client Team, Office of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary ... rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress… more
- Opportunity International (Chicago, IL)
- …grant budgets to ensure compliance. + Review contracts in partnership with the Chief Financial Officer . + Implement and maintain proper procedures and policies ... accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan...+ SVP, Strategy + Program Management Team Lead + Chief Philanthropy Officer + Executive Vice President,… more
- PNC (Chicago, IL)
- …Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution ... to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. +… more