- City National Bank (San Francisco, CA)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?*...*WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a… more
- Xerox (San Diego, CA)
- …Job Level Specialist Job Type Experienced Job Field PROFESSIONAL SERVICES Seniority Level Mid- Senior Level Currency USD - United States - US Annual Base Salary ... Build deep, trusted relationships with clients and serve as the technical owner of those relationships. + Develop strong connections with local technology… more