- Robert Half Finance & Accounting (Buellton, CA)
- …accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. Evaluates enterprise contracts for ... financial terms and conditions. Contributes to strategic initiatives such as new acquisitions, working capital optimization, or exit readiness. Serves as a point of contact for audit activities, tax filings, and compliance documentation. Provides detailed… more
- Deloitte (San Jose, CA)
- …the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other ... programs at an institutional real estate investor (REIT or Fund ) and/or large consulting firm + 5+ year(s) of...Experience directly managing three or more Managers, Consultant or Analyst equivalent staff + Experience with one or more… more