- TIAA (Sherman Oaks, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... Sedentary Work **Career Level** 9IC **PLEASE NOTE:** TIAA's Sr Portfolio Manager - Private Asset Management is an individual client-facing, investment… more
- Citigroup (La Canada Flintridge, CA)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... communication, access to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value customer relationship… more