• SVP, Underwriting Manager

    Banc of California (New York, NY)
    …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The SVP, Credit Manager is responsible for hands on management of all credit risk aspects of ... staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing… more
    Banc of California (08/30/25)
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  • Senior Wealth Management Relationship…

    Citigroup (New York, NY)
    …(or 65/63). + In-depth knowledge of wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW ... economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive… more
    Citigroup (06/20/25)
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  • Key Private Bank Senior Portfolio Strategist

    KeyBank (Tarrytown, NY)
    …as necessary to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the ... Relationship Manager and/or Client Experience Manager regarding important/critical...book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client… more
    KeyBank (08/26/25)
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