- Truist (King Of Prussia, PA)
- …Responsible for the supervision of Client Service Associates, including their sales support processes and activities. Develop plans and processes in conjunction with ... Wealth Brokerage sales leaders to ensure the service provided by...impacts to the Financial Advisor to ensure appropriate sales support processes are updated and implemented. ESSENTIAL DUTIES AND… more
- CBRE (Radnor, PA)
- …lead market position. Enterprise Strategic Initiatives. Collaborating with Advisory Regional Group Presidents and line of business/Functional Leadership, implement ... are performed efficiently and cost effectively. Collaborating with Advisory Regional Group Presidents and line of business/Functional Leadership, i) assure… more