• Succession and Acquisition Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and other firm stakeholders to execute on succession strategies and protect advisor 's practices. May provide comprehensive solutions to complex problems or needs. ... components of a succession plan. Completes comprehensive technical valuations of advisor practices and therefore must have thorough understanding of valuation… more
    Raymond James Financial, Inc. (05/09/25)
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  • Middle Market Relationship Manager III

    Citizens (West Palm Beach, FL)
    …bank products and services through cross-sell partners and acts as a trusted advisor to the client's executive management team. Within the Middle Market team, the ... capable of handling tough negotiations, both to win the deal and to legally document the transaction. + Should...and excellent credit skills. + Highly skilled in financial modeling and able to appropriately structure credit in a… more
    Citizens (05/03/25)
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  • Vice President - ICG

    KeyBank (Tampa, FL)
    …candidate to serve as a Vice President to represent KeyBank as a trusted advisor to clients within the commercial real estate sector. Work directly with Senior ... term sheet, credit agreement and other ancillary legal documents + Manage internal deal approval process + Expand the client base through active networking at… more
    KeyBank (04/09/25)
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  • Credit Product Specialist

    Bank of America (Miami, FL)
    …and by supporting the flawless delivery of these solutions through a high-touch advisor /client experience. The primary mission of the Credit Product Specialist is to ... Client Focus * Profitability Analysis * Collaboration * Financial Forecasting and Modeling * Pipeline Management * Sales Performance Management * Sales Strategy… more
    Bank of America (03/06/25)
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