• Wealth - Investment Finance

    Citigroup (Fort Lauderdale, FL)
    …+ Assisting in the marketing and sale of the IF Product range through preparation of materials and maintenance of databases + Assist in the preparation of EDAC and ... Greenlight memos (as applicable) + In partnership with the Transactors, assist with the structuring and execution of more complex or tailored transactions, meeting Risk Acceptance Criteria + Full loan underwriting with appropriate risk return characteristics… more
    Citigroup (11/14/25)
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  • Premier Advisor or Banker

    Truist (Pembroke Pines, FL)
    …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
    Truist (09/19/25)
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  • Sr Director Strategy and Partner Success - US…

    Anywhere Real Estate (Miami, FL)
    …and Business Leadership -** Own the P&L for this new business line, including investment in both new and existing ventures. Partner with field leaders and finance ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1… more
    Anywhere Real Estate (11/12/25)
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