- Jobleads-US (Costa Mesa, CA)
- …engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and ... on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... and banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management leader… more
- M&T Bank (Los Angeles, CA)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- Citigroup (Beverly Hills, CA)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
