- BMO Financial Group (San Francisco, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …message me directly on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a ... Senior Tax Advisor to the team. The ideal candidate will have...consultative and will also have great mentorship from the Director of the team and the CFO. This position… more
- KeyBank (San Francisco, CA)
- …the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to ... Opinions. In addition, they have extensive transaction experience with public and private companies as well as private equity-owned businesses. They have… more