- BMO Financial Group (Los Angeles, CA)
- …opportunities during customer conversations to generate referrals for personal and commercial banking products (eg personal banking, lending, and investments). + ... Ensures alignment between stakeholders. + Follows through on the risk and compliance processes and policies to ensure we...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
- Citigroup (Los Angeles, CA)
- …job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and ... regarding financial matters. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Bring together… more