• Sr . Liquidity Sales

    Citizens (Irvine, CA)
    Description The Liquidity Specialist role is responsible for meeting the deposit and liquidity goals of the expanding Commercial Banking West Coast region. ... group with the broad objective to drive revenue growth by optimizing customer liquidity . This is achieved through sales , portfolio management, and forecasting… more
    Citizens (04/22/25)
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  • Director, Corporate Advisory

    BMO Financial Group (Newport Beach, CA)
    …stakeholders. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise ... growth; (ii) education on ownership transitions, including both partial and full liquidity options, (iii) ESOP-owned companies, and (iv) a wide range of general… more
    BMO Financial Group (06/17/25)
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