- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- BOOZ, ALLEN & HAMILTON, INC. (Arlington, VA)
- …in working groups, process reviews, and program management reviews. Provide IT Investment portfolio management and governance support to manage the lifecycle of T ... & R Domain IT investments and ensure compliance with relevant Department of Defense or Army regulations, policy , and procedural guidance. Perform T & R Domain… more
- JPMorgan Chase (Jersey City, NJ)
- …Director in the Treasury Services Payment Rails product lines with the Corporate & Investment Bank, a global leader in investment banking. Trusted by the world's ... changes due to ineffectiveness or regulatory/policy shifts. + Manage Audit, Compliance , and Regulatory reviews with precision. + Conduct root cause assessments… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- City National Bank (Los Angeles, CA)
- …contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to ... in corporate, employee benefits, compensation, payroll and legal portfolios. Compliance with various laws, rules, regulation, and other regulatory pronouncements.… more
- CBRE (San Francisco, CA)
- …and expense trends to find opportunities to improve profitability. Schedule internal compliance reviews. Report review outcomes and work with management to improve ... operation compliance . Point of contact to provide customer service support...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Bank of America (Atlanta, GA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Citigroup (New York, NY)
- …client relationships with the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth. + Develop ... tailored solutions that address clients' unique investment , risk management, and financing/ liquidity needs. + Regularly monitor progress against goals and make… more
- Scotiabank (New York, NY)
- …including sales, structuring, pricing, execution, funding, risk management, legal, compliance , client management/onboarding and all operational pieces. Analyze US ... profile of transactions. Partner with Equity Capital Markets and Corporate and Investment Banking to find opportunities to present structured derivative solutions to… more
- KeyBank (New York, NY)
- …team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking, ... specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues by keeping current as to estate… more