• Wealth Relationship Manager - Orange

    Citigroup (Fountain Valley, CA)
    The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
    Citigroup (04/02/24)
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  • Portfolio Manager

    Zions Bancorporation (Irvine, CA)
    …Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped...Excellence Awards. We are looking for a seasoned Portfolio Manager in Irvine , CA . This role focuses… more
    Zions Bancorporation (06/10/24)
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