- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Job Description** **Summary of the Position:** The Private Bank Credit Officer reviews and provides credit decisions on approval requests submitted ... securities and other types of liquid asset collateral, ensuring that the Bank maintains high credit quality standards, and communicates findings accordingly.… more
- TD Bank (Exton, PA)
- …for business development and relationship management on behalf of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors ... Advisor is at the center of the TD Wealth Private Banking model in affiliate channels providing business development,...a multi-state geography. As the senior most lending sales officer , the Senior Wealth Lending Advisor supports new products… more
- Cherry Bekaert (Harrisburg, PA)
- …team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively… more