- KeyBank (Tarrytown, NY)
- …financial plan. + Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review ... change or new ones may be assigned at any time with or without notice + Complies with all...Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred)… more