• Manager, Comm Finance SDM

    Southern Glazer's Wine and Spirits (Dallas, TX)
    …the CPG industry; or related work experience with an industry supplier and wholesaler **Physical Demands** + Physical demands include a considerable amount of time ... sitting and typing/keyboarding, using a computer (eg, keyboard, mouse, and monitor), or adding machine + Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping + May require occasional… more
    Southern Glazer's Wine and Spirits (08/26/25)
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  • Regional Vice President, Mutual Funds (Houston)

    Aegon Asset Management (TX)
    …sales and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by Transamerica Capital, Inc. + Participate in ... Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required. + Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures. + Stay current on Transamerica… more
    Aegon Asset Management (08/19/25)
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  • Lead Alternative Investment Consultant

    Wells Fargo (Dallas, TX)
    …(or FINRA recognized equivalents) **Desired Qualifications:** + 4+ years of wholesaler or like experience in Alternative Investment product categories (ie - ... hedge funds, privately held investments, private real estate, private debt, etc.) + Proven experience educating financial professional and clients on Alternative Investment asset class and on the individual product level + Chartered Alternative Investment… more
    Wells Fargo (08/16/25)
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