- Kelsey-Seybold Clinic (Pearland, TX)
- …processes are in place to meet client and organizational objectives. Broker /Carrier Engagement: Build and maintain productive relationships with brokers and carrier, ... 3-5 years of managed care experience, including knowledge of insurance products/employee Benefits. Preferred: Experience interpreting contract terms and financial… more
- Deloitte (Mclean, VA)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (New York, NY)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Previous Big 4 experience + Experience with partnership, funds, and/or… more
- Deloitte (Raleigh, NC)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Experience participating in strategic planning initiatives + Focus on partnership,… more
- Deloitte (Tulsa, OK)
- …from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (Stamford, CT)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (New York, NY)
- …hedge funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (Louisville, KY)
- …hedge funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) +… more
- Deloitte (Dallas, TX)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (Cincinnati, OH)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more