• Merrill Experienced Financial Advisor

    Bank of America (Boca Raton, FL)
    …partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional ... designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written… more
    Bank of America (10/07/25)
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  • SAP Treasury Manager

    Deloitte (Lake Mary, FL)
    …and service offerings, and by supporting business development activities such as sales pursuits and proposal development. + Foster a culture of excellence by ... (eg, Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planner , Hedge Management and Accounting, SWIFT Integration, BCM, and integration… more
    Deloitte (09/06/25)
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