• Senior Wealth Advisor - Safe ACT: Resident…

    Citigroup (Stamford, CT)
    …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth...Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United… more
    Citigroup (02/24/24)
    - Save Job - Related Jobs - Block Source
  • Development Manager

    Grameen America, Inc (New York, NY)
    …than 6,500 educational workshops. Promotoras capitalize on Grameen America's unique group lending model, visiting Grameen center meetings biweekly and presenting ... certified CDFI, Grameen America provides affordable capital, credit- and asset-building, financial education and peer support to enable program participants to boost… more
    Grameen America, Inc (01/17/24)
    - Save Job - Related Jobs - Block Source