- JPMorgan Chase (Los Angeles, CA)
- …(restricted stock, employee stock options, performance share units, etc.), pre- liquidity planning, and concentrated position management (such as 10b5-1 plans, ... individual will need to learn about the various products and platforms ( investment , insurance, charitable, educational) available to Private Client Advisors in order… more
- BMO Financial Group (San Ramon, CA)
- …Collaborate closely with deal team members across functions - including deal specialist , legal and Credit - to analyze, structure, and execute transactions. ... effectively to ensure alignment and consistency in underwriting approach and investment rationale. + Assist Relationship Managers with preliminary screening and… more