- Regions Bank (Charlotte, NC)
- …Distribution Lead within Capital Markets is responsible for managing transactional due diligence , closing, and distribution efforts within the Real Estate ... Capital Markets Project Finance Group. This includes overseeing due diligence efforts after transaction engagement, as well as distribution activities post… more
- TIAA (Durham, NC)
- …Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence , Wealth Management **Anticipated Posting End Date:** ... Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst...by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.… more
- Truist (Charlotte, NC)
- …of the team, Associates play a meaningful role in new business development, due diligence , and transaction execution. Associates work with senior professionals ... and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors,… more