- City National Bank (Beverly Hills, CA)
- …payments, wires, new accounts, checking and savings account activity, CD's, investments , etc.) to free Relationship Managers from performing these duties. Provide ... customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager....potential problems and takes appropriate action necessary to avoid financial loss to the Bank. * May set up… more
- Experian (Costa Mesa, CA)
- …data, analytics and software. We also assist millions of people to work towards their financial goals and help them save time and money. We operate across a range of ... markets, from financial services to healthcare, automotive, agribusiness, insurance, and many...+ Apply market intelligence and P&L analysis against product investments to establish priority and support our sales team… more
- Meta (Fremont, CA)
- …a multitude of internal business partners and manages relationships with financial institutions. We are seeking an enthusiastic and experienced Treasury professional ... support projects and initiatives for the Business Analytics pillar, including investment management, foreign exchange analysis, and other business analytics 6.… more
- Citigroup (Beverly Hills, CA)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- Citigroup (Los Angeles, CA)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- Robert Half Finance & Accounting (Irvine, CA)
- Description We are looking for an accomplished Chief Financial Officer to join our leadership team in Irvine, California. This pivotal role involves shaping the ... financial strategy of the company, overseeing capital operations, and...in capital markets and a proven ability to secure investments . Responsibilities: * Spearhead the company's fundraising initiatives, focusing… more
- NTT America, Inc. (Sacramento, CA)
- … stability. + Implements risk management strategies to safeguard assets and investments . + Ensures organization complies with all financial regulations, ... authorities and auditors, where applicable. + Manages the allocation of financial resources, including capital investments , debt financing, and dividend… more
- Disney Entertainment (Santa Monica, CA)
- …Star+, and Disney+ Hotstar). Within DE, DTC Finance is responsible for comprehensive financial management of the Disney Streaming P&L. Within DTC Finance, DE DTC ... Marketing Finance is responsible for comprehensive financial management of the global Disney Streaming Marketing budget. **Job Summary:** Lead the DE DTC Marketing… more
- Bank of America (Newport Beach, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation + Strong analytical skills with ability to… more
- Lincoln Financial (Sacramento, CA)
- …with company owned life insurance policies (COLIs). It also leads our financial wellness education strategy and supports global benefit offerings, including UK ... and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred… more