- UMB Bank (Madison, WI)
- …services for clients, incorporating financial planning, private banking, investment management , personal trust and lifestyle services, estate management ... + You have general knowledge of compliance rules and regulations within wealth management . + You show proficiency in Salesforce CRM software; UMB custody and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …designation, obtained or working toward, preferred. + Knowledge of investment management account types, basic, estate planning principles and financial ... Client Service Officer serves as an Administrative Officer, managing investment management , individual retirement, and custody accounts with $2MM-$10MM in assets.… more
- Rockefeller University (New York, NY)
- …Overview The Development Program provides in excess of $50 million in private support annually toward the mission of The Rockefeller University, which is ... groups, including The Rockefeller University Council, the Committee on Trust and Estate Plans, and the Women and Science and Parents and Science Initiatives,… more
- New York State Civil Service (Troy, NY)
- …PERFORMED:. Design, gain approvals, obtain funding sources and overall project management for special initiatives and projects.. Work with senior staff, program ... agencies, other State, local and federal agencies, and other public and private sector stakeholders and organizations as needed.. Manage external communications with… more
- Clark Construction Group, LLC (Walnut Creek, CA)
- …to ensure complete scopes and aligned strategies + Perform risk and contract management responsibilities as required on bids + Lead the development of minority ... conditions **Basic Qualifications** + Undergraduate degree in engineering, construction management or related degree preferred but not required + 10+ years… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …risk analysis, validating investment merits, etc.), and making recommendations on hedge funds, private equity funds, real estate funds, credit funds, and other ... investment opportunities; authoring product approval memoranda directed to senior management ; making presentations to financial advisors and other constituents;… more
- The Calendar Group (New York, NY)
- …experienced, and hands-on House Manager to oversee the daily operations, upkeep, and staff management of a private residence. The ideal candidate is a proactive ... of 10-15 years of experience as a property or Estate Manager * Must be experienced in all areas...* Must be experienced in all areas of household management , including housekeeping, vendor management , event planning,… more
- CBRE (Phoenix, AZ)
- …CBRE Energy and Renewables** CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Deloitte (Nashville, TN)
- …optimization, restructuring, business design and transformation, infrastructure and real estate , mergers and acquisitions (M&A), and sustainability. The team works ... staff. The Team Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture scenarios. Our services… more
- Citizens (Riverside, RI)
- …the Home Mortgages are in compliance with all applicable secondary market, private and government loan programs. Re-Underwrite and review all underwriting decisions ... within 24 hours. + Escalate issues or risks to management within 24 hours. + Identify and suggest improvements...borrowers to include analysis of multiple businesses, large real estate portfolios and diverse asset portfolios. + Experience with… more