• Lead Counsel, Regulatory Enforcement and Internal…

    Wells Fargo (Charlotte, NC)
    …and enforcement matters, including internal investigations and related reviews for the Wealth and Investment Management lines of business. Attorneys ... as a key participant in large scale planning + Provides guidance to senior management on complex legal and regulatory matters with significant impact on business… more
    Wells Fargo (03/26/24)
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  • Private Banking Lending Attorney - Vice President,…

    JPMorgan Chase (Chicago, IL)
    …and underwriters, and loan operations partners, with respect to commercial and wealth management lending transactions. You will leverage your legal knowledge ... and advise the business with respect to commercial and wealth management lending transactions, including fund finance...number of issues at one time, and interact with senior and executive management + Self-starter with… more
    JPMorgan Chase (01/18/24)
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  • Staff Attorney, Schwab Charitable

    Charles Schwab (Westlake, TX)
    …We make it easy to integrate charitable giving into clients' financial planning and wealth management conversations. We believe that if our clients apply the ... procedures and standard processes and advise business divisions and senior management of potential legal risks and...compliance or tax law and related matters. Knowledge of investment oversight is a plus. + Strong organizational, interpersonal… more
    Charles Schwab (02/24/24)
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