- Bank of America (Buffalo, NY)
- …partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal… more
- Deloitte (New York, NY)
- …through customer and commercial strategies, digital products and innovation, marketing, commerce, sales , and service. We are a team of strategists, data scientists, ... and potentially also Advise and Implement People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively… more