- TD Bank (Charlotte, NC)
- …that connect clients and advisors with institutional grade investment solutions, market access, and execution services + Sits between traditional Retail Wealth ... + Tailers investment vehicles to fit tax, yield, or risk needs + Works with advisors, investment strategists and...+ Sources and executes bond trades, including municipal, corporate, treasury and preferred + Provides inventory access from external… more
- Banc of California (Durham, NC)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle- market , and venture-backed ... legal documentation to ensure operational feasibility, streamline execution logistics, and mitigate risk exposures; serve as a key point of contact for best practice… more