• Investment Consultant (External Wholesaler)

    City National Bank (Charlotte, NC)
    …travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and ... including knowledge of investment techniques and asset allocation, investment research , capital market behaviors, and financial instruments generally acquired… more
    City National Bank (11/23/25)
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  • Turnaround & Restructuring Manager

    Deloitte (Raleigh, NC)
    …+ Advise clients on the complex issues surrounding critical financial and economic events, and high-profile transactions + Identify opportunities for efficiencies in ... + Working in and understanding the bankruptcy process + Company and industry research ability, including tools such as CapitalIQ, Refinitiv, Reorg, and similar +… more
    Deloitte (11/20/25)
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  • Senior Wealth Strategist

    Fifth Third Bank, NA (Charlotte, NC)
    …for review and discussion with the client and the client's advisors. + Conducts research related to the use of various complex tax and estate planning strategies ... consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. + Delivers the wealth plan to clients… more
    Fifth Third Bank, NA (10/24/25)
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