- Citigroup (Miami, FL)
- …include but is not limited to email surveillance, correspondence, marketing material, complaints, outside activities, licensing/registration, trade blotters, trade ... of OSJ files, etc + Review and approval of new brokerage and managed accounts + Review and dispositioning...policy guidelines + Interface, consult with and escalate to Senior Management and partners including, but not limited to,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …services to a diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or projects of fundamental scope ... **Essential Duties and Responsibilities** + Coach and mentor experienced and new financial advisors, branch associates, and branch managers + Provides, executes,… more
- Regions Bank (Tampa, FL)
- …your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such ... improvement through detailed, data-driven analyses of all aspects of the new initiative approval process to identify opportunities to increase efficiency, prioritize… more