• Investment Executive

    Fifth Third Bank, NA (Sterling Heights, MI)
    …developed sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Armada, MI ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
    Fifth Third Bank, NA (03/13/25)
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  • Tax Consultant II- Credits & Incentives

    Deloitte (Detroit, MI)
    …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
    Deloitte (05/31/25)
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  • Tax Senior, Sustainability Credits - National…

    Deloitte (Detroit, MI)
    …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
    Deloitte (05/25/25)
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  • Tax Manager, Sustainability Credits

    Deloitte (Detroit, MI)
    …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
    Deloitte (05/22/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Detroit, MI)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
    Deloitte (05/24/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Detroit, MI)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more
    Deloitte (05/22/25)
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