- PNC (Los Angeles, CA)
- …+ Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury + Capital Markets Group: ... Derivatives, Foreign Exchange, Fixed Income , Financial Institutions Group and Structured Products Group + Investment Banking: Asset Backed Finance, Debt Capital… more
- City National Bank (Los Angeles, CA)
- …and licensed representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and ... a Broker Dealer * 5 or more years of management and/or supervisory experience * FINRA Series 7, 66,...equivalent experience preferred. * Knowledge of Equities, Mutual Funds, Fixed Income , Retirement Accounts, CDARS, 529 Plans,… more