- TD Bank (New York, NY)
- …a small reporting or operational team or provide work direction to others as a specialist for a specific area + Represents the group as the lead or subject matter ... compensation rules, and regulatory issues + Skill in using analytical software tools, advanced data analysis methods and specialized reporting techniques +… more
- Truist (New York, NY)
- …may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect ... goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to...products and ability to learn proprietary bank platforms and software . **PREFERRED QUALIFICATIONS:** + LL.M in Taxation, Masters of… more