- Bank of America (Mclean, VA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... and follow up of client meetings. + Strong corporate finance , capital markets and accounting acumen. + Financial modeling...& 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) Minimum Education… more
- Truist (Richmond, VA)
- …reviews conducted by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure compliance with regulation. ... + Strong team building skills. **Preferred Qualifications:** + Bachelor's degree in Finance or Business. + Minimum 2 years of regulatory experience + Experience… more