- TIAA (New York, NY)
- …the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... investment management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- M&T Bank (Fairfield, CT)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment,… more
- Guardian Life (Stamford, CT)
- …matter expertise in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management. + ... insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite… more
- Deloitte (Stamford, CT)
- … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Work You'll Do As...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more