- US Bank (San Francisco, CA)
- …fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre- transaction planning. The Private Wealth Advisor (PWA) ... is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain… more
- City National Bank (Los Angeles, CA)
- …counsel, and other lending institutions/trading partners. * Provide market feedback and advisory services on transaction structure and pricing to coverage units, ... credit, and other internal parties. * Develop relationships and support other CNB departments and colleagues to provide customers and prospects the solutions recommended. * Continue to assist in the ongoing portfolio management by providing post-closing agency… more
- Citigroup (Beverly Hills, CA)
- …years of business development experience, ideally within escrow, paying agent, M&A advisory , legal services, or transaction banking.** **Deep familiarity with ... the California legal market, particularly law firms advising on M&A and private equity transactions.** **Strong network and a proven track record of originating and closing complex, relationship-driven business.** **Excellent interpersonal and communication… more
- Deloitte (Sacramento, CA)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... communications, operations and technology, talent and culture) by identifying and quantifying transaction risks and opportunities. This is done with a key focus on… more
- Deloitte (Los Angeles, CA)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... LS clients to optimize their IT activities due to a pending/completed transaction , restructuring and strategic cost transformation event. The team provides subject… more
- Deloitte (Los Angeles, CA)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... to clients to optimize their IT activities due to a pending/completed transaction , restructuring and strategic cost transformation event. The team provides subject… more
- Deloitte (Costa Mesa, CA)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... If you are a dedicated IT professional who wants to navigate complex transaction execution processes while bringing more certainty and fewer delays to clients, the… more
- MUFG (Los Angeles, CA)
- …specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and ... in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest… more
- Deloitte (Los Angeles, CA)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... Our Associate role exposes bankers to a variety of business models, transaction dynamics, and management styles through close interaction with senior bankers. As… more
- Grant Thornton (Los Angeles, CA)
- …and lead change efforts effectively and efficiently + Work closely with our Transaction Services colleagues, focusing on the tax aspects of mergers and acquisitions ... on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents + Involvement in managing segments of or complete state tax… more