- KeyBank (Brooklyn, OH)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust/fiduciary compliance laws and regulations, risks and ... risk-based monitoring and evaluation by focusing on current, high impact wealth management and trust-related compliance and operational risks, developing… more
- KeyBank (Brooklyn, OH)
- …Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues - Designs and delivers sophisticated fiduciary solutions, using relationship ... Applies sound fiduciary judgment to trust and estate settlement matters **Client Management :** - High level customer service and communications -Works with Field… more