- Bank of America (San Francisco, CA)
- …for Merrill Private Wealth Management. Accountable for proactive client service , client advocacy, transition management, and problem resolution to improve ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and… more
- S&P Global (San Francisco, CA)
- …York **The Team:** Credit Analytics is an integral part of the Global Ratings Services team within S&P Global Ratings, comprising a diverse group of 1400 analysts ... related field + Experience with housing finance agency operations, affordable housing tax credits, or community development finance + Track record of mentoring and… more