- BMO Financial Group (Newport Beach, CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... both internal and external. + Performs client sales & service support activities as required to meet client needs...service industry and expert knowledge of the banking services for the high net worth / ultra high… more
- BMO Financial Group (Newport Beach, CA)
- …meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to ... develop and execute the growth and retention strategy the portfolio. + Provides superior service to an assigned portfolio of high net worth clients with an objective… more
- Ankura (Irvine, CA)
- …a team of excellence founded on innovation and growth. About Ankura's Construction Disputes & Advisory Expert and Advisory Services : Expert Services Our ... testimony in a wide variety of venues, including specialized regulatory boards. Advisory Services : Our clients seek identification of risks associated with… more