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- …Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery ... **About this role:** The Senior Lead Wealth Planning Strategist plays...+ Coach and educate Advisors to independently implement wealth planning advice to other clients + Prioritize… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …Associate Vice President of Financial Planning and Analysis, the Integrated Financial Planning Analyst II monitors and reports on the consolidated budget for ... the Integrated Financial Planning & Analysis Department and members of the senior management team. + Assists in the development of off-cycle funding tracking and… more
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