- Truist (Washington, DC)
- …of clients and prospects. Provides independent, in-depth analysis of financial statements, projections and business plans; identifies and mitigates key ... Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and… more
- Travelers Insurance Company (Washington, DC)
- …Underwriting new and renewal business on accounts of moderate complexity. As a representative of the company, market to and develop relationships with agents and ... the local insurance marketplace, industry business operations, critical issues and financial drivers that affect the region and local office. + Continuously… more
- Truist (Washington, DC)
- …Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more