- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... commercial loans, land and construction loans, income property loans, and private banking lines. The role focuses on restructuring troubled borrower relationships,… more
- Citigroup (Rolling Hills Estates, CA)
- …of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. + ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** Full… more
- BMO Financial Group (Los Angeles, CA)
- …strategies, policies and developments for and on behalf of BMO's US Wealth Management operating group. Provides legal advice based on knowledge of fiduciary ... law (JD or LLB) and license to practice law in relevant jurisdiction.** ** Private practice, in-house experience or experience at regulatory body relating to the… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …is integral to the centralized billing team responsible for Medicare, Medi-Cal, Private Insurance, Managed Care, and other third-party billing and collections for ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + Establishes, maintains… more
- World Insurance Associates, LLC. (Los Angeles, CA)
- …acquisition targets by identifying independent retail, specialty, and retirement/ wealth related businesses, consistently building relationships with business owners, ... Experience + 2-5 years of professional experience in insurance M&A, Private Equity, or Corporate Development, preferred. + Experience in origination, deal… more