- World Insurance Associates, LLC. (Berwyn, PA)
- …Proposal and Reports + Manage marketing communication - Newsletters, website, social media calendar + Communications - Maintain standard marketing pieces, tailor ... Prepare monthly metrics report Position Requirements + Current industry experience with banking , financial services or investment advisory + Bachelor's degree… more
- KeyBank (Plymouth Meeting, PA)
- …team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking ... specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues by keeping current as to estate… more