- 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
- 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