- City National Bank (Irvine, CA)
- …* Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought ... segment. *WHAT WILL YOU DO?* * Deal Originatiaon & Execution * Source and lead the origination of ESOP transactions with companies generating $10 million+ in EBITDA,… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …Utah is seeking a **Senior Relationship Developer** to join its leadership team . This is a high-impact role working with **high-net-worth and ultra-high-net-worth ... trusted relationships and delivering tailored strategies across estate planning, asset protection, tax strategy, and legacy planning. **What You'll Do:** + Lead … more
- Truist (Jupiter, FL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects *… more
- Wells Fargo (Mclean, VA)
- …and implement custom credit and deposit strategies and solutions to clients + Lead team to meet functional area deliverables while leveraging solid understanding ... further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Robert Half Finance & Accounting (Akron, NY)
- …entries. * Prepare all supporting documents and requests for the completion of tax returns and owner distributions as required by an external CPA firm. * ... annual budget and forecasting. * Conduct an inventory analysis, such as turnover, lead time, and profit margins for planning. * Ensure timely processing of customer… more