- Wolters Kluwer (Sacramento, CA)
- …and go-to-market priorities to drive value in connecting Wolters Kluwer CCH Tagetik Corporate Indirect Tax products and services with the Partners' market ... Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software… more
- Bank of America (Los Angeles, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Grant Thornton (Los Angeles, CA)
- …lead change efforts effectively and efficiently + Work closely with our Transaction Services colleagues, focusing on the tax aspects of mergers and acquisitions and ... divestments, advising clients on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents + Involvement in managing… more
- LinkedIn (San Francisco, CA)
- …who partner closely with Finance Technology, Engineering, and business leaders to ensure financial and corporate data is trusted, standardized, and ready for ... We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can...central Finance Data team. + Define and execute the financial and corporate data strategy, ensuring alignment… more
- Trustmark (Sacramento, CA)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but...account to an account manager for ongoing maintenance and service . Develops new accounts and/or generates new business from… more
- Comerica (San Francisco, CA)
- …in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into ... seminars for communities and individuals to identify prospects for services . Design and implement the sales process by carefully...university + 10 years of sales experience in personal trust , investment or financial products + 5… more
- Trustmark (Sacramento, CA)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark,… more
- Columbia Bank (Los Angeles, CA)
- …required. + Master's Degree, preferred. + More than 10 years of experience in the financial services industry, required. + This position requires you to act as a ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- City National Bank (Irvine, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and … more
- Marriott (Newport Beach, CA)
- …and holds food and beverage leadership team accountable for demonstrating desired service behaviors. * Reviews financial reports and statements to determine ... revenue and ensure a competitive position in the market. **Ensuring Exceptional Customer Service ** * Provides services that are above and beyond for customer… more