- Raymond James Financial, Inc. (St. Petersburg, FL)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with ... Fiduciary laws and principles sufficient to administer trusteed IRAs. + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation , and the selection of investments suitable to the ... some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator...and tangible property and necessary court filings. . Confirms asset transfers and real estate recordings. . Secures date… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global institutional asset manager that provides creative solutions for those seeking capital in special situations. With more ... the team through the addition of a senior Compliance Officer . In this role, this individual will work closely...of regulatory compliance issues primarily in compliance with the Investment Advisers Act of 1940; . Support the CCO… more
- M&T Bank (North Palm Beach, FL)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- Cherry Bekaert (Tampa, FL)
- …with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, ... and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application and Strategic… more