- Truist (San Francisco, CA)
- …expertise to help Commercial, Municipal and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES ... plans for presentations to institutional clients, center of influences (COIs), and bank partners. 3. Develop relationships with appropriate COIs that can refer CTES… more
- Coinbase (Sacramento, CA)
- …emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets ... team and cross functional teams supporting CaaS - product, account management , solutions architecture, legal, specialty sales * Advocating for partners within… more
- Atria Wealth Solutions (Dublin, CA)
- …training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review ... 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… more