• Senior Wealth Advisor

    M&T Bank (Wilmington, DE)
    …to all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's ... families. Serves as mentor for a small group of Private Client Advisors and exercises general guidance in the... Client Advisors and exercises general guidance in the relationship planning process for clients **Primary Responsibilities:** + Leads… more
    M&T Bank (03/07/24)
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  • Portfolio Manager-C&I

    Raymond James Financial, Inc. (Villanova, PA)
    …Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking , commercial banking , and treasury management products ... & Industrial lending opportunities * Prepares the following for presentation to Senior Loan Committee by the relationship managers: Credit Approval Requests… more
    Raymond James Financial, Inc. (05/08/24)
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  • Director of Software Engineering for Lending…

    JPMorgan Chase (Wilmington, DE)
    …Mathematics, or a related technical field + Expertise in Product Organizations, relationship management of senior stakeholders + Expertise in creating and ... Director of Software Engineering at JPMorgan Chase within the Consumer & Community Banking Technology team, you lead a technical area and drive impact within teams,… more
    JPMorgan Chase (04/07/24)
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