- Truist (Orlando, FL)
- …management of a profitable loan, deposit, fee income, and non-interest income portfolio from mid-sized law firms through the development and retention of long ... book of clients of mid-size law firms, consisting of deposits, loans, and institutional investments. Typical book size $5MM+ in revenue with emphasis on balance… more
- WTW (Tampa, FL)
- …investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager ... including investment and plan performance reports, capital markets updates, manager recommendations, plan and fee benchmarking, and legislative, judicial, and… more
- JPMorgan Chase (Tampa, FL)
- …Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager , you will help drive the overall priorities of the Investor team. ... to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review) + Partner with Market … more