• US Experienced Financial Advisor

    Edward Jones (Dallas, TX)
    …unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit ... possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products,...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
    Edward Jones (08/29/24)
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  • Controller - Specialty Finance, Liquidity…

    Neuberger Berman (Dallas, TX)
    …investor commitments across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private credit. NB ... quality and concentration ratios + Oversight of the Fund Administrator responsible for the preparation of the quarterly financial...distribution waterfalls based on fund legal documents + Review partnership and fund IRRs on a quarterly basis and… more
    Neuberger Berman (07/19/24)
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