- Citigroup (Boca Raton, FL)
- …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Citigroup (Fort Lauderdale, FL)
- …transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf ... to execute against our strategic priorities. The Risk Policy Officer is a strategic professional who stays abreast of...the Retail Workstream CCAR Office (RWCO) Analysis team & Sr . Management reporting lead within the Global Consumer Independent… more
- First Horizon Bank (Boca Raton, FL)
- …requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + Finalize term sheets to ... customer value. + Work with Manager to coordinate credit decision with Market President, Senior Credit Officer , Executive Credit Officer , Chief Credit … more