- Morgan Stanley (New York, NY)
- …Branch Manager's Supervisory Manual. * Responsible for delegating supervisory review/duties to the Risk Officer . * Responsible for the creation of an Annual ... focus is to drive revenue, increase profitability, and manage risk within their branch and assigned offices within the...Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and… more
- Citigroup (Greenburgh, NY)
- …limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral leads. + Manage client ... The Senior Wealth Advisor SAFE Act is a seasoned...brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank through the use of financial… more