- 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
- 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers, ... and external clients, ensuring satisfactory outcomes. + Data collection, analysis, and reporting , particularly in the context of fee management and revenue tracking.… more
- CBRE (Salt Lake City, UT)
- …as directed. Oversee lease administration activities including lease set up, lease changes, reporting etc. + Prepare tenant bills and submit upon approval. + Help ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- The Coca-Cola Company (Atlanta, GA)
- …financial support. The team also manages the evaluation of price and investment decisions to identify insights to enable recommendations that drive growth, improve ... - Direct Marketing Expense (DME) allocation strategy, innovation value chains, Investment ROI (return on investment ), brand contribution analysis, ad… more
- Bank of America (Louisville, KY)
- …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
- TD Bank (Burlington, VT)
- …term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored ... investment and insurance strategies and products to meet their...and regulatory trends + Responsible for accurate and complete reporting , as required by management + Meets regularly with… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …support ongoing site needs and maintain daily activity logs. Documentation & Reporting + Maintain accurate records of site activities, construction progress, and ... of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the... Plan are eligible for renewed membership in the Investment Plan only. FRS reemployment rules apply for both.… more
- Raymond James Financial, Inc. (Cottonwood Heights, UT)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more