- Wells Fargo (Dallas, TX)
- …this role, you will:** + Lead complex initiatives regarding portfolio of closely held business interests, including stock and other ownership interests, ... you. **About this role:** Wells Fargo is seeking a Lead Fiduciary Specialty Asset Manager Working at Wells Fargo...executives, attorneys, CPA's and Wells Fargo internal professionals The Closely Held Asset Manager will perform on-going… more
- Deloitte (Dallas, TX)
- …and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely - held business concerns, while providing solutions to complex tax ... will perform high-level reviews of tax research of individual, fiduciary, partnership, closely - held corporations, estate, and gift work papers and tax returns,… more
- Southern Glazer's Wine and Spirits (Dallas, TX)
- …with the ability to convey complex technical concepts to non-technical stakeholders. + Lead and drive collaboration closely with other SGWS teams, including ... is North America's preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50+ year legacy of success. To create a new era… more
- Bank of America (Plano, TX)
- …to execute enterprise talent processes and provide consultative support to lead the design, development, and implementation of talent development. This Talent ... across the company and with a wide variety of partners based on trust , knowledge, and teamwork. **Responsibilities:** + Partners with business and Human Resources… more