- Wells Fargo (Pasadena, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Columbia Bank (Walnut Creek, CA)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... Trust Market Manager Wealth Management South...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- City National Bank (Irvine, CA)
- …current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), ... profile clients with an emphasis on retaining business * Familiarity with state tax laws, income taxation with respect to trust investment management principles,… more
- Banc of California (Santa Ana, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... presentation of loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration through the… more
- Banc of California (San Diego, CA)
- …business unit partner(s) (ie, Commercial Banking, Business Banking, Real Estate Banking, Specialty Banking and/or Community Banking). Presents customers with ... growth consistent with bank's appetite and at direction of Manager . Work with lending teams to ensure (i) new...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Columbia Bank (Los Angeles, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California...management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced investment management skills.… more
- Cherry Bekaert (Sacramento, CA)
- …Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Consultant Manager to join the SFS Consulting team. We offer an opportunity to work ... experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment,...and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of potential borrowers, and… more
- Banc of California (Woodland Hills, CA)
- …including, but not limited to asset-based lending, term loans, and commercial real estate loans. * Performs independent credit analysis and risk assessment of new ... third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more
- Ryder System (Sacramento, CA)
- …by clicking here (http://ryder.com/job-applicant-privacy-policy) ._ **Job Description** : ** Manager Environmental Engineering Position Summary** The Manager ... guidelines while also securing maximum benefit and recovery from State Trust Fund Reimbursement programs. **Essential Functions** + Business Growth and Cost… more
- Banc of California (Santa Ana, CA)
- …groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Liquidity & Funding Manager will be responsible for contributing to and helping to optimizing our ... management domains + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values;… more