- KeyBank (Seattle, WA)
- …objectives. + Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. + ... and strategies to actualize client aspirations and further position Key as the client's trust advisor. + Interfaces with...develop new business referrals and to enhance the Community Bank 's image. + May advise a portfolio of Investment… more
- KeyBank (Seattle, WA)
- …team model, to high-net-worth clients with complex financial needs. Fulfills Key 's fiduciary responsibilities, ensuring retention of business and reputation Advises ... Analyzes and interprets legal instruments to determine duties and responsibilities of bank . Identifies and resolves potential trust and estate tax- related issues.… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …among key partners. This will include presentations among central bank and regulatory officials, Ministers of Finance, universities, think tanks, donors, global ... a pathway out of poverty, and that digital financial systems can enable the private sector's delivery of such products to the poor sustainably and at scale. IFS… more