- Umpqua Bank (Newport Beach, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role ... portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA,… more
- City and County of San Francisco (San Francisco, CA)
- …Officer ("IO") for its Real Assets portfolio, which includes real estate , infrastructure, natural resources, and other specialty investments. Reporting to the ... and prior experience with alternatives, specifically real assets (real estate , infrastructure, and/or natural resources) and/or other private markets strategies.… more
- Iron Mountain (Sacramento, CA)
- …external resources to develop strategies that maximize revenue and reduce risk and market exposure of the asset + Develops and implements greenfield renewable energy ... + 15+ yrs of experience in an Energy Strategy Role and Real Estate Transaction Role + Technical degree preferred: engineering, legal, or RE or equivalent… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset ... allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can...+ Strong self-motivator and who can work closely with market leaders & practice partners without daily contact with… more
- SMBC (Los Angeles, CA)
- …scope is to serve the specialized needs of California middle- market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service ... experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible… more
- Wells Fargo (Los Angeles, CA)
- …The team maintains active relationships with a broad universe of middle market , large corporate, financial sponsor and institutional clients, and is highly ... Institutions Group + Financial Sponsors + Healthcare + Industrials + Real Estate , Gaming, Lodging and Leisure (REGAL) + Mid-Cap Investment Banking + Technology,… more
- SMBC (Los Angeles, CA)
- …scope is to serve the specialized needs of California middle- market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service ... experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible… more
- SMBC (Los Angeles, CA)
- …scope is to serve the specialized needs of California middle- market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service ... experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible… more
- SMBC (Los Angeles, CA)
- …scope is to serve the specialized needs of California middle- market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service ... experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible… more
- Cushman & Wakefield (San Diego, CA)
- …Summary** The role consists of execution of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team ... for marketing deliverables (graphic design, property specific investment highlights, market overviews, mapping, etc.) Attend strategy sessions with brokers and… more