- Bank of America (San Francisco, CA)
- …with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + Requires diversification and experience with Bank of America and ... and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations,… more
- Bank of America (Walnut Creek, CA)
- …clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and ... and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations,… more
- County of El Dorado (Placerville, CA)
- …systems; communicates decisions, timelines, recommendations and service authorizations timely + Counsel or support clients with complex or specialized needs; provide ... Revenue Service Publication 1075, individuals in positions that have access to Federal Tax Information (FTI), will be subject to a background investigation and a… more
- Stanford University (Stanford, CA)
- …practices.** + **Ensure compliance with state and federal regulations governing tax -qualified benefit programs, including but not limited to annual audits, accurate, ... and partners.** + **Consult with Employee and Labor Relations and General Counsel on compensation strategy and market analysis related to collective bargaining and… more