- Vanguard (Charlotte, NC)
- …resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. ... They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in... and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators As experts in the… more
- Truist (Charlotte, NC)
- …The CFO for Retail Banking provides deep financial expertise/advice, strategic partnership , and analytical support to line leadership. This role owns financial ... client segments. The CFO will partner and advise across deposit product and pricing strategies, branch productivity, marketing strategies, and digital acquisition… more