• Wealth Advisor

    HUB International (New York, NY)
    …and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment , and wealth ... on financial literacy topics including budgeting, taxes, insurance, entity formation, and investment basics. - Collaborate with senior advisors to create and… more
    HUB International (07/31/25)
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  • Assistant Commissioner of Credit & Valuation,…

    City of New York (New York, NY)
    …internally and externally to develop guidance and policies that improve risk management and investment strategies in the context of underwriting capital ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...mission-focused. To do so, OPS collaborates with staff and senior leadership from across the agency, as well as… more
    City of New York (09/04/25)
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  • Associate Director, Structured Credit (CLO)…

    Scotiabank (New York, NY)
    …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Ongoing client relationship management + Work closely with internal risk management functions, legal counsel, regulatory, credit, tax and + accounting… more
    Scotiabank (08/22/25)
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  • Controller

    St. John Fisher University (Rochester, NY)
    …and external audits and ensures timely resolution of audit findings. Treasury & Investment Management + Manages cash flow, operating funds, and working capital. ... + Directs general accounting, financial reporting and analysis, grants management , payroll, accounts payable, purchasing, non-student accounts receivable, and events… more
    St. John Fisher University (08/16/25)
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  • Trust Consultant - External Sales

    Raymond James Financial, Inc. (New York, NY)
    …Communicate effectively, both orally and in writing, with all organizational levels, including senior management . + Lead meetings and contribute to team efforts ... + Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. +… more
    Raymond James Financial, Inc. (07/26/25)
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  • Associate Director, US Corporate Banking…

    Scotiabank (New York, NY)
    …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
    Scotiabank (06/24/25)
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  • Customer Service Representative, C&E

    City of New York (New York, NY)
    …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...existing affordable housing. The Division of Housing Incentives offers tax incentives, tax credits, and zoning bonuses… more
    City of New York (08/09/25)
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  • International Client Relationship Manager

    Bank of America (New York, NY)
    …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax more
    Bank of America (08/14/25)
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  • Manager, Long-Term Incentive (LTI) Compensation…

    Neuberger Berman (New York, NY)
    …to design operationally sound and clear processes. + Effective communicator with senior management and partners (verbal, written, and deck preparation) \#LI-GC1 ... is an integral part of the larger Human Capital Management (HCM) team. This team plays a critical role...the carried-interest program. + Partner with internal and external tax partners to ensure accurate and timely delivery of… more
    Neuberger Berman (08/28/25)
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  • Lead Financial Officer, COO and Transformation

    Citigroup (New York, NY)
    …strategic business initiatives to deliver financial performance + Partnering with senior management to deliver on financial objectives, including expense ... and optimization initiatives + Providing financial reports and analytics to senior management , including key financial metrics, results, trends and analysis… more
    Citigroup (08/21/25)
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