• Private Wealth Advisor Director

    BMO Financial Group (Los Angeles, CA)
    …creative solutions for the client. + Develops and executes the business development strategy , sales targets and the sales results for the assigned region. + Develops ... for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding...and stakeholder needs. + Manages resources and leads the execution of strategic initiatives to deliver on business and… more
    BMO Financial Group (03/16/24)
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  • Senior Private Banker

    BMO Financial Group (Los Angeles, CA)
    …plan to profitably grow overall banking revenue while maintaining adherence to the Bank 's risk tolerance. Works collaboratively in the branch and regional teams to ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed...approach to develop and execute the growth and retention strategy the portfolio. + Provides superior service to an… more
    BMO Financial Group (02/14/24)
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  • Associate, US Direct Lending - Core Portfolio…

    BlackRock (Los Angeles, CA)
    …billion in assets across high yield, leverage loans, CLOs, middle market private debt, opportunistic and distressed strategies. With funds dedicated toward both ... public and private opportunities, we seek to achieve attractive risk-adjusted returns...legal, tax, trading operations, portfolio compliance, pricing, cash ops, bank loans, derivative operations and fund administration) + Anticipate… more
    BlackRock (03/06/24)
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  • Intrepid Managing Director - Aerospace Defense…

    MUFG (Los Angeles, CA)
    …presentations and marketing materials + Overseeing all key steps in the sale execution process and leading all negotiations and strategy development + Assisting ... highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs,… more
    MUFG (02/08/24)
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  • Intrepid Investment Banking Managing Director…

    MUFG (Los Angeles, CA)
    …financial models and transaction collateral + Overseeing all key steps in the execution process and leading all negotiations and strategy development + Assisting ... highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs,… more
    MUFG (02/08/24)
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