- Synchrony (Costa Mesa, CA)
- …You are the primary contact for the relationship and facilitate concise communications between Synchrony customers and internal stakeholders. + Lead the underwriting ... meetings. + Act with anticipation of customer needs by channeling concise communications between customers and internal stakeholders. + Coordinate deal closing with… more
- Bank of America (San Francisco, CA)
- …and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development ... and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations,… more