- Carrington (Anaheim, CA)
- …external use. + Analyze results to ensure accuracy. + Prepare and/or process bank transfer requests, including wire, book transfer, and account transfers. + Process ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more
- Deloitte (San Francisco, CA)
- …or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider ... financial services regulator (eg, OCC, FRB) + Direct working experience developing bank licensing applications and their related business plans + Direct working… more
- JPMorgan Chase (Los Angeles, CA)
- …supporting relationships between various client segments of the Commercial & Investment Bank , by leveraging JP Morgan's extensive network and resources to position ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more
- Atria Wealth Solutions (Dublin, CA)
- …and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies ... and procedures. Qualifications + Bachelors degree in in finance, business or related field required. + 5+ years related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7,… more