- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Capital Advisor , you'll play a pivotal role in structuring ... complex credit facilities for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit structuring, underwriting, and negotiating to tailor solutions that meet client needs… more
- CDM Smith (Walnut Creek, CA)
- …with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our transportation ... who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open to considering… more
- BMO Financial Group (San Ramon, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... Planning - Working + Business Acumen - In-depth + Financial and Working Capital Understanding - In-depth + Strategic Thinking - Working + Seasoned professional with… more
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... of financial models and other analytical tools to assist clients in evaluating capital structure. + Designs and produces regular and ad-hoc reports, and dashboards.… more