- 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 ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Stanford University (Stanford, CA)
- …to the Chair of Department of Obstetrics and Gynecology, with a secondary reporting relationship to the Associate Dean/Chief Financial Officer for the School of ... 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
- City National Bank (Beverly Hills, CA)
- …Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager. Maintains complete knowledge ... and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the … more
- Banc of California (Los Angeles, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... Administrator collaborates closely and effectively manages expectations with client, Relationship Managers, and others on the loan team to...to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... papers and procedure outlined in the scope and/or Loan Officer requests are accurately completed or if scope is...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- PNC (Los Angeles, CA)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to… more
- JPMorgan Chase (San Francisco, 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 ... of: * the banker that manages the overall bank relationship with the client * the Client Specialist, who...and institutions. + A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax… 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. ... teams that are leading through collaborative partnerships.** **Excellent communication, relationship building and leadership skills with ability to evaluate… more
- Microsoft Corporation (Los Angeles, CA)
- …Drives conversations with enterprise customers that present the strategic relationship between Microsoft technologies, products, and services compared with the ... Drives conversations with enterprise customers that present the strategic relationship between Microsoft technologies, products, and services compared with the… more
- Cedars-Sinai (Los Angeles, CA)
- …colleagues is essential. **Primary Duties & Responsibilities** The Principal Gift Officer 's major areas of responsibility include, but are not limited to, ... style of leadership to facilitate and guide creative principal gift level donor relationship strategies in concert with colleagues + Develop and execute a thoughtful… more