- Wells Fargo (Charlotte, NC)
- …is searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio Manager). The Fixed Income Strategies Team (FIST) is part of ... Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community + Participate in fixed income outreach to… more
- Wells Fargo (Charlotte, NC)
- …management of a distressed credit portfolio of 10-15+ accounts as the primary analyst where you will complete quality loan reporting and credit analysis, as well ... and distressed customer relationships across the bank's Corporate, Commercial, and Wealth Management business units. + **Real Estate Managed Asset Group ("REMAG"):**… more
- Truist (Charlotte, NC)
- …with banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years' experience in ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more