- Grant Thornton (San Jose, CA)
- …over 1600 PE-backed portfolio company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax ... for designing and delivering training programs that enhance relationship management capabilities across our private equity teams,...we believe in making business more personal and building trust into every result - for our clients and… more
- Columbia Bank (San Jose, CA)
- …integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments, trust , financial ... within the healthcare sector. + Cross-Functional Collaboration: Work closely with Private Banking, Treasury Management , and Credit Administration to deliver… more
- Oracle (Sacramento, CA)
- …include Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & ... solutions because we connect thousands of companies with enterprise products they can trust . We are the leader in the Financial Services space globally. The… more
- Insight Global (San Francisco, CA)
- …and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and ... trust and estate planning. Responsibilities include onboarding new clients,...work, preferably at a professional financial services company or wealth management firm * Experience developing a… more
- University of Southern California (Los Angeles, CA)
- …fast-tracks collaborations between academic researchers and partners across the public and private sectors to define, analyze and solve complex problems together. In ... to match USC experts with emerging needs in the public and private sectors. + Build relationships that expand Public Exchange's visibility and reputation… more