- Charles Schwab (Phoenix, AZ)
- …they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a High Net Worth … more
- Banc of California (Phoenix, AZ)
- …Finance (CAF) loan portfolio under the general supervision of the Managing Director , CAF. Responsible for loan underwriting and credit approval with direct ... staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing… more