- City National Bank (Beverly Hills, CA)
- …address Client or FA trade and investment related questions * Ability to learn the Firm 's proprietary trading system, and the portfolio accounting system * ... performance of firms investments* With experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts… more
- ICF (Los Angeles, CA)
- …the strategic and investment decisions of some of the largest and most innovative firms in the market. In this practice area, ICF's typical client base includes ... + Collaborate with other consultants and analysts to enhance ICF's offerings and proprietary models and databases, and to offer broad integrated solutions for our… more
- Principal Financial Group (Modesto, CA)
- …with broker dealer. + Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to ... better lives. We take pride in being a purpose-led firm , motivated by our mission to make financial security...to personal and business conduct as well as personal trading activities for you and members of your household.… more