- Bank of America (Newport Beach, CA)
- …prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II Newport Beach, California **To...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Coinbase (San Francisco, CA)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase… more
- Fifth Third Bank, NA (El Segundo, CA)
- …landscape. Portfolio Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate ... order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs....customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more