- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …impact in clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is known for ... to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest of its… more
- Comerica (San Diego, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... on audit evidence that may involve ambiguity. * Staff Performance and Mentoring: Acts as a role model/mentor to...Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial… more
- Oura (San Francisco, CA)
- …and product leads to develop strategies and identify acquisition and investment opportunities that accelerate Oura's mission + Maintain relationships with startups, ... VCs, investment bankers, and leading technology companies to stay up...and drive deeper understanding of KPIs and implications on performance and valuation, particularly as they relate to corporate… more
- BeOne Medicines (San Carlos, CA)
- …Analytics to drive data-driven insights into pipeline molecule analysis, R&D investment optimization, and portfolio prioritization. This role is vital in identifying ... teams, you will apply rigorous quantitative methodologies to assess pipeline performance , guide clinical development strategies, and shape the future of BeOne… more
- BD (Becton, Dickinson and Company) (San Diego, CA)
- …robust headcount models and workforce projections, building cases to support investment decisions, and providing analytical support for key programs and initiatives. ... This role is central to shaping investment decisions and empowering leadership with actionable insights and...in providing rewards and recognition opportunities that promote a performance -based culture. We demonstrate this commitment by offering a… more
- Comerica (San Francisco, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- Columbia Bank (Los Angeles, CA)
- …a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + ... CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative,… more
- Palo Alto Networks (Santa Clara, CA)
- …mindset and a strong corporate finance foundation, ideally with experience in FP&A, investment banking, or equity research. This role is for a self-starter and great ... benchmarking and analysis on a quarterly basis, providing insights on peer performance , industry trends, and valuation + Prepare and update discussion materials for… more