- Wells Fargo (San Francisco, CA)
- …experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Rubrik (Palo Alto, CA)
- …sits within product management and reports into Anneka Gupta, Chief Product Officer of Rubrik. **Responsibilities include:** + Drive business model strategy for ... about + Ongoing analysis and cross-functional execution to improve investment strategy/GTM. Develop mitigation plans if off track. +...a mission to secure the world's data. With Zero Trust Data Security (TM) , we help organizations achieve… more
- JPMorgan Chase (San Diego County, CA)
- …A Financial Planner for certain clients + An Insurance Specialist for certain clients + A Trust Officer in instances where we deliver trust services to the ... individuals and institutions. + A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations,… more
- IDEX (Rohnert Park, CA)
- …will directly manage the Vice President Business Development LSF, Chief Technology Officer LSF, Sr. Director Market Development and Product Management, and Sr. ... Product and Technology roadmap development and execution, NPD prioritization and investment in alignment with strategic plan. Ensure timely delivery of strategic… more
- Banc of California (Santa Ana, CA)
- …groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Reporting to the SVP, BSA Officer , the incumbent will assist the BSA Officer to ensure corporate ... + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold...bank examiner or internal auditor + Experience with alternative investment , such as private equity and venture capital. +… more
- Stanford University (Stanford, CA)
- …with a secondary reporting relationship to the Associate Dean/Chief Financial Officer for the School of Medicine (SoM), which ensures organizational alignment ... and process excellence. The DFA partners with the Associate Dean/Chief Financial Officer , peers, and cross-functional teams to enhance the SoM's operations in… more
- Cherry Bekaert (Sacramento, CA)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- Zions Bancorporation (El Segundo, CA)
- Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best ... primary relationship managers are unavailable. + Acts as primary account officer on assigned transactions within the portfolio, including maintaining accurate risk… more
- MongoDB (Palo Alto, CA)
- …it's no wonder that leading organizations, like Samsung and Toyota, trust MongoDB to build next-generation, AI-powered applications. **Summary** MongoDB is looking ... This role will report directly into the Chief Financial Officer . We are looking to speak to candidates who...Serve as the primary point of contact for the investment community, maintaining strong relationships with sell-side analysts and… more
- CalSTRS (Sacramento, CA)
- …**Department Information** **CalSTRS: Securing the financial future and sustaining the trust of California's educators** CalSTRS is the largest educator-only pension ... Reform Act (https://www.fppc.ca.gov/the-law/the-political-reform-act.html) , which require disclosure of certain investment information and use of a designated trading platform… more