- City National Bank (Los Angeles, CA)
- …including personal, business (entity), fiduciary, and retirement accounts. * Provide Sales and Administrative Support to Investment Officers and client requests ... establishing new accounts, processing account transfers, securities processing, restricted stock , securities settlement, cashiering, corporate reorganizations, dividends, margin, and… more
- PennyMac (Westlake Village, CA)
- …& Communication: + Collaborate closely with internal teams, including Marketing, Sales , Business Development and operations to align strategies and execute ... relationships with external partners, such as trade organizations and key broker partners, to enhance Pennymac's market presence + Communicate Pennymac's strategies… more
- CVS Health (Sacramento, CA)
- …work tasks are in alignment with overall goals + Participate in broker /customer meetings + Utilizes knowledge of competition and competitive position to evaluate ... new and renewal business + Builds strong cross-functional relationships with sales force and other internal organizations **Required Qualifications** **3- 5 years… more