- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through work experience to review and apply model portfolio overlays on Mutual Fund /ETF (MF/ETF) managed account platforms using exchange-traded products. You ... workflow, ensuring timely processing of trade requests. + Perform tax loss harvesting. + Perform a variety of report...operations. + Knowledge of products, including equities, ETFs, and Mutual Funds. + Financial markets and investment products and… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …, **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we ... + Servicemembers Civil Relief Act (SCRA) + Military Lending Act (MLA) + Electronic Fund Transfer Act (EFTA) + Expedited Funds Availability Act (EFA) + Truth In… more