- City National Bank (Charlotte, NC)
- …(RBC) Rochdale's high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... and succession planning. *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial… more
- Anywhere Real Estate (Charlotte, NC)
- …business plans for each new company. We are looking for a passionate and ambitious strategist who will play a key role in shaping the growth of this new business. ... potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more