- Bank of America (San Francisco, CA)
- Business Solutions Advisor - 7th and Clement Financial Center - Bilingual Mandarin Required San Francisco, California **Job Description:** At Bank of ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Atria Wealth Solutions (Dublin, CA)
- …grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here ... broker-dealer. + Serve as a liaison between Patelco Financial Solutions and other departments. + Ensure that the program...expenditures. + Assist in planning, implementing, and evaluating a business plan for the Investment Group. + Plan, implement… more
- Cognizant (Goleta, CA)
- …and Infor SCM systems. This role plays a key role as a strategic advisor to business partners, using data analytics to establish critical metrics, offer ... Analytics, we work to design the future-a future in which trial-and-error business decisions have been replaced by informed choices and data-supported strategies! By… more