- Bank of America (San Mateo, CA)
- …process, including client onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing ... Wealth Management Specialist - NPD ( FP ) San Mateo, California **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Google (Mountain View, CA)
- …ground up, and to extract insights from data and present it to a senior audience effectively + Experience working with financial data and reporting, including ... projects from day one. **About the role:** The Portfolio Analyst role is an exciting position, demanding excellent analytical,...great if you also had these:** + Experience in Financial Planning and Analysis ( FP and A),… more