- Truist (Melbourne, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Anywhere Real Estate (Jacksonville, FL)
- …and Business Leadership -** Own the P&L for this new business line, including investment in both new and existing ventures. Partner with field leaders and finance ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1… more