- Fifth Third Bank, NA (Cincinnati, OH)
- …+ Highly developed sales and presentation skills. + Travel required within assigned territory. Investment Executive ( Financial Advisor ) Hyde Park, OH At ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …with HR and Procurement. + Develop and maintain dashboards, scorecards, and executive -level reporting to monitor financial performance, resource utilization, and ... a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director of Financial Operations Management - Technology is a senior leader responsible for driving … more
- Anywhere Real Estate (Cincinnati, OH)
- …models and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and ... technology-enabled services, or consumer-facing platforms is a plus. + Excellent financial modeling, communication, and executive presentation skills. + Ability… more
- Fifth Third Bank, NA (Xenia, OH)
- … sales and referral goals as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact through a ... existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales...services, as well as the ability to offer limited investment solutions. Responsible and accountable for risk by openly… more
- Deloitte (Dayton, OH)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Dayton, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more