- Truist (Charlotte, NC)
- …clients. + Provide and coordinate specialized services including new issue equity offerings, 10b5-1 plans, restricted stock sales, and employee stock option ... exercises. + Provide other general trade support including error corrections, block trade allocations, and trade...release of trades entered through electronic order channels to support the firm's risk management system. + Research trade… more
- Deloitte (Raleigh, NC)
- …financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and ... research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax seniors build relationships… more
- Deloitte (Charlotte, NC)
- …financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and ... research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax Manager build relationships… more