• Wealth Financial Advisor

    BMO Financial Group (Los Angeles, CA)
    …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and… more
    BMO Financial Group (07/15/25)
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  • Advisor Consultant

    Neuberger Berman (CA)
    …in Neuberger Berman CRM database. + Work with internal partners, including Client Advisory Specialists, Alternative Specialists, ETF Strategists, and other ... through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the Los… more
    Neuberger Berman (05/21/25)
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