- Regions Bank (Orlando, FL)
- …+ Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large ... include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst… more
- Deloitte (Miami, FL)
- …and service offerings. + Responsible for the functional configuration and maintenance of package technologies. The Team: Our Controllership and Treasury ... (eg, Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planner , Hedge Management and Accounting, SWIFT Integration, BCM, or integration… more