- Columbia Bank (Fair Lawn, NJ)
- …suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts , Mutual Funds, Annuities, ... Equities, Fixed Income Investments, Corporate and Tax Exempt Bonds, and Life Insurance. + Interacts with all departments of the Bank, providing products and services to business and consumer customers, in order to generate referrals from these departments.… more
- BlackRock (Princeton, NJ)
- …accounting and operating control environment for BlackRock's global commingled vehicles and separately managed accounts and provides various other ... administrative and oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. Responsibilities include: + Oversight of internal and outsourced accounting, administration, custody, financial reporting, and… more