- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business...+ Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are… more
- Deloitte (Los Angeles, CA)
- …structure + Review and comment on financial, accounting, and tax considerations in investment models, bank finance agreements and public debt offering documents ... + Assist in structuring purchase price adjustment mechanisms and other relevant projections in stock purchase agreements + Identify integration and post-transaction transition issues + Assist with divestiture strategy, planning, and execution The team Our M&A… more
- Sedgwick (Sacramento, CA)
- …accounting functions including the performance of accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties ... assurance. + Prepares deposits, posts receipts, and reconciles billing. + Prepares bank and investment account reconciliations. + Researches, tracks, resolves,… more
- Scotiabank (San Francisco, CA)
- Associate, Technology Investment Banking **Requisition ID:** 232917 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary Range shown is a guideline ... results, in an inclusive and high-performing culture. **Title** : Associate, Technology Investment Banking - San Francisco, CA **Global Banking and Markets** Global… more
- JPMorgan Chase (Los Angeles, CA)
- …with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- JPMorgan Chase (Redwood City, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- PNC (Los Angeles, CA)
- …Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and corporate ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and...to thrive in a lively environment. + **PNC Private Bank ** : PNC Private Bank offers a… more
- Wells Fargo (San Francisco, CA)
- …Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to support the alternative ... this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of… more