• Senior Wealth Advisor - Fullerton/Placentia

    Citigroup (Fullerton, 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 (04/12/24)
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  • VP Sr . Relationship Manager Specialty…

    SMBC (Torrance, CA)
    …Estate Loans, Cash Management Services, International Services **General Summary:** The Senior Relationship Manager (RM) position is an integral component of the ... + Assists Area Manager in providing proper training to non- officer staff so that a high level or morale...market is preferred, though not necessarily acquired through direct lending experience. + Strong verbal and written communication. +… more
    SMBC (03/01/24)
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  • SVP, Deputy Information Security Officer

    Banc of California (Santa Ana, CA)
    …and ensure that security assumptions are reviewed as necessary. Advise senior management on cost/benefit analysis of information security programs, policies, ... + Collect and maintain data needed to meet system cybersecurity reporting. Advise senior management on risk levels and security posture. Advise appropriate senior more
    Banc of California (04/24/24)
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