• Wealth Management Solutions…

    JPMorgan Chase (New York, NY)
    …regulations, while managing the administrative and operational responsibilities of foundation management . Our team consists of seasoned professionals with decades of ... experience in nonprofit management and grantmaking, overseeing over 10,000 grant requests annually....various program areas. Our team, including Program Officers and Grants Managers, provides guidance and support to clients and… more
    JPMorgan Chase (07/28/25)
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  • Citi Wealth / Private Bank - HNW Banker…

    Citigroup (New York, NY)
    …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... quantitative or qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions , assumptions or current… more
    Citigroup (06/03/25)
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  • Citi Private Bank - UHNW Banker - Director / MD

    Citigroup (New York, NY)
    …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more
    Citigroup (07/29/25)
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