- NTT DATA North America (Dallas, TX)
- …services, and industry vertical solutions to include things like regulatory compliance solutions, digital solutions, mobile solutions, transformational ... C-level executives within the customer organization + Design and implement sales strategy to achieve sales quota + Ability to assess potential sales opportunities… more
- USAA (Plano, TX)
- …the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. + Documents relevant information ... skills. Implements recommendation(s). + Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy,… more
- Truist (Houston, TX)
- …our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy , typically with families with assets under management at Truist of $25MM ... tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits and business owner planning. 2. Advice Process Excellence:… more