- Raymond James Financial, Inc. (Boston, MA)
- …field offices. + Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales, and each affiliate will be essential to ... orally and in writing, with all organizational levels, including senior management. + Organize, manage and track multiple detailed...with at least 10 years of experience working in asset management and at least 5 years of experience… more
- Needham Bank (Amesbury, MA)
- …lending policies + Ensure compliance with new regulations by advising senior management and implementing appropriate changes + Establish, maintain and expand ... borrowers + Prepare, maintain and reconcile the Bank's (new) construction loan portfolio . Advance funds to builders upon requisition requests + Prepare and… more