• Merrill Market Client Relationship Manager

    Bank of America (Walnut Creek, CA)
    …on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. ... The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing...prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of… more
    Bank of America (05/30/25)
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  • Director of Audit- Corporate Functions

    City National Bank (Los Angeles, CA)
    …findings and audit reports drafted by the audit team for submission to the Senior Director. Lead the execution of continuous monitoring and adjust audit plan ... audit assurance activities for City National Bank's Human Resources, Marketing, Product Management, and Legal Services functions. Evaluate business risks, analyze… more
    City National Bank (05/23/25)
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