- Harris & Associates (Sacramento, CA)
- …operational, and financial objectives of the firm. Acting as a trusted advisor and company officer, this role blends field-proven construction expertise with ... the Director/Vice President leverages deep technical knowledge, operational acumen, and fiduciary responsibility to represent both the firm and the client with… more
- Cushman & Wakefield (Palo Alto, CA)
- …implemented, anticipate/respond to all client needs, and generally act as a trusted advisor for comprehensive real estate work + Act with fiduciary ... responsibility to client projects, including complete financial management of project: establish and manage project budgets, maintain monthly forecasts and cash flow analysis, prepare anticipated cost reports and any other reports as required by the client +… more
- City National Bank (Los Angeles, CA)
- …CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to ... of all regulatory authorities and of City National Securities and the CNS Advisor Product * Maintain a proactive commitment to established Bank programs, such as… more
- Comerica (Costa Mesa, CA)
- …Develop strategy for sales professionals to sell trust products through advisor channels, regional partner channels, corporate investment advisory channels, private ... reputation. Develop and continuously refine the process of handing new accounts to the Fiduciary Guidance organization as well as the account opening team to drive a… more
- Umpqua Bank (Walnut Creek, CA)
- …Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust ... in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and… more
- Deloitte (Los Angeles, CA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting,… more
- Deloitte (Los Angeles, CA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more