- US Bank (Irvine, CA)
- …what you excel at-all from Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth ... of the relationship team to meet all of client's philanthropic planning, wealth planning, estate planning and wealth transfer...designation that may include, but is not limited to: JD , MBA, CPA, CTFA, CFP, Chartered Advisor … more