• Senior Wealth Advisor

    Citigroup (Sunnyvale, CA)
    …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 (04/02/24)
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  • Senior Treasury Management Sales…

    Comerica (San Jose, CA)
    Treasury Management Sales Officer III The Treasury Management Sales Officer III is responsible for increasing the bank's profitability by expanding the use of ... customers and prospects. * Develops strong relationships with existing customers and lending officers to retain and develop new business. * Prospects for new… more
    Comerica (02/16/24)
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