- Fifth Third Bank, NA (Cincinnati, OH)
- …development, delivery and implementation of advanced planning techniques: (estate, tax , insurance, option, investment, retirement). + Reviews all client deliverables ... the lead. + Plays a major role in the sales process in acquiring significant relationships: Identifies issues and...Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients… more
- Huntington National Bank (Cleveland, OH)
- …an assigned loan portfolio. This position will work closely with Credit Analysts, Sales Executives, and Regional Credit Officers. This opportunity will be within the ... risk . Analysis of a borrower's financial statements, security/repayment source, tax base/local economy, debt levels, and pension/OPEB . Collecting and tracking… more