- KeyBank (Brooklyn, OH)
- …related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of his/her ... the team to maximize resource utilization, efficiency and return on investment . + Coordinates, promotes and enhances working relationships with Portfolio Management,… more
- Deloitte (Cleveland, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more
- KeyBank (Brooklyn, OH)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... and trust testing professionals and provide oversight of the independent second-line-of-defense approach to risk-based monitoring and evaluation activities,… more
- KeyBank (Brooklyn, OH)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary services compliance. ... Manager - Trust & Fiduciary is responsible for leading and executing independent compliance oversight across KeyBank's Wealth and Fiduciary business lines. Operating… more
- ISC2 (Columbus, OH)
- …Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and ... objectives. + Develop a robust business case evaluation process, ensuring optimal investment decisions. + **Leadership & Organizational Change** + Build and lead a… more
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