- City National Bank (San Francisco, CA)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- City National Bank (San Francisco, CA)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- City National Bank (Westlake Village, CA)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- City National Bank (Los Angeles, CA)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- City National Bank (Los Angeles, CA)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- Bank of America (Oxnard, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...including investment training and in-depth knowledge of investment products and services. + Has at least one… more
- Meta (Menlo Park, CA)
- …relations program, helping to build and maintain relationships with the investment community and an enhanced understanding and appreciation for the company's ... business model, strategy and investment merits. You will also serve as a key...program 10. Collaborate with cross-functional partners to engage with investment stewardship teams 11. Serve as a strategic thought… more
- Meta (Burlingame, CA)
- …Support the growing space of Wearables AI Products through strategic investment and ROI analyses **Required Skills:** Finance Business Operations Associate, ... Wearables Responsibilities: 1. Understand, impact, and influence business investment decisions through detailed financial analysis 2. Provide hands-on analytical… more
- CIBC (Newport Beach, CA)
- …a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... a team environment, introducing the appropriate partners and suite of investment , trust, and banking solutions to high-net-worth individuals, families and… more
- JPMorgan Chase (Irvine, CA)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... financial plan for each client, and match clients with investment portfolios that are designed and managed by JP...that are designed and managed by JP Morgan's Chief Investment Officer. You will also provide advice to existing… more