- Truist (Dallas, TX)
- …Legal or Medical client firms. 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for ... originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal &… more
- PNC (Houston, TX)
- …customer share of wallet through a differentiated customer experience. + Sells the bank 's products and services to existing and prospective clients outside of branch ... Responsible for establishing connections between clients and PNC partners (ie. PNC Investment , PNC Mortgage, and other consumer loan solutions) based on clients'… more
- Lion Real Estate Group (Irving, TX)
- …Estate Group, established in 2007 by Jeff Weller and Mory Barak, is a US-based investment firm with a niche focus on acquiring B/C multifamily assets in the Sun Belt ... living experience + Processes receivables in Yardi and with bank in timely fashion while verifying accuracy of all...executing timely turnover and adhering to traditional and creative marketing protocols to lease apartments + Maintains annual fair… more
- Lincoln Financial (Houston, TX)
- …and close attention to detail is necessary to determine proper processing of investment documents + Effective verbal and written communication skills + Skill in ... wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The… more
- Lincoln Financial (Austin, TX)
- …Strategy and Management team. Over the past few years, Lincoln has increased its investment in the Group Protection (GP) business. As the largest function within GP, ... wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The… more
- Truist (Dallas, TX)
- …on "bridge-to-Agency" executions for clients of Truist's Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National ... of emphasis include structuring large, complex transactions where the Bank is, or seeks to be, in a leadership...on capital structure, deal structure, and optimal execution. Preparing marketing materials and advising our Truist partners on debt… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client, a Private Equity Investment firm, is seeking a dedicated Staff Accountant to work in Houston, Texas. The role primarily involves assisting in ... * Use skills such as Accounts Payable (AP), Accounts Receivable (AR), Bank Reconciliations, General Ledger, Journal Entries, Month End Close, Financial Reporting,… more