• Chain Account Manager, CPWS

    Southern Glazer's Wine and Spirits (Cerritos, CA)
    …comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and ... for implementation to ensure compliance + Partner with National, regional, and corporate accounts for fast and effective compliance + Provide timely market… more
    Southern Glazer's Wine and Spirits (10/04/25)
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  • Trust Market Manager

    Columbia Bank (Los Angeles, CA)
    …assigned book of business,with the approval and guidance of the Trust Regional Director or Trust President. + Directly responsible for the administration of larger, ... as subject matter expert. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes personal initiative and is… more
    Columbia Bank (09/19/25)
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  • Private Wealth Client Relationship Manager

    Bank of America (San Francisco, CA)
    …(DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. ... client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options,… more
    Bank of America (09/05/25)
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