- Truist (San Francisco, CA)
- …across a variety of solutions and transaction roles including: corporate and municipal bond trustee, commercial escrow agent, M&A administration, Reinsurance and ... clients, prepare presentations, follow up on client contacts, and close sales . CTES provides broad transactional expertise to help Commercial, Municipal… more
- City National Bank (West Hollywood, CA)
- …completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations and advise clients regarding appropriate portfolio ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with CNB colleagues… more