- Paychex (Highland Hills, OH)
- …take actions to ensure the integrity of the collateral portfolio. Responsibilities Advance Partners , a Paychex-backed financial services firm founded in 1998 ... and it's ability to handle the current obligation due Advance . This includes analysis of size of portfolio, concentration...well as research end debtors for financial viability and credit worthiness based on financial information and credit… more
- KeyBank (Columbus, OH)
- …their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. ... + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) +… more