- House of Blues (Houston, TX)
- …with staff at all levels to quickly understand business processes, identify potential risk areas and help devise practical solutions to issues affecting our company. ... the effective planning of an audit, timely on-site or remote fieldwork management , reviewing workpapers to a high standard, writing and reviewing audit issues… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul,… more
- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... for strategic advice on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients +… more
- HUB International (Austin, TX)
- …insurance and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and ... wealth management products and services. Throughout our network of more...you will work directly with the tax team and wealth management teams to deliver personal, S-Corporation,… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... Recommend Enhancements to improve the performance and stability of the Credit Risk Management application + Provide hands-on technical leadership to the team and… more
- Comerica (Frisco, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... balance sheet, up to $25 billion in interest rate risk hedges, and approx. $3 billion in pension plan...of Comerica's investment strategy. Responsible for the execution and management of Comerica's balance sheet hedging program, as well… more
- JPMorgan Chase (Dallas, TX)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- World Insurance Associates, LLC. (Dallas, TX)
- …and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve ... acquisition targets aligned with World Investment Advisors' strategic criteria across Wealth Management and Retirement specializations. + Possess the depth… more
- JPMorgan Chase (Richardson, TX)
- …relationships and providing financial advice with a focus on client experience and risk management , while focusing on acquiring new relationships, retaining and ... referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase...client experience + Protect the firm by following sound risk management protocols and control policies and… more
- Comerica (Dallas, TX)
- …competitive differentiation. Interpret and develop policies and procedures for meeting compliance, risk management , and quality standards. Partner with product ... quality syndication services to support Comerica's commercial activities. Execute effective risk management by identifying, managing and mitigating risk… more