- Columbia Bank (Walnut Creek, CA)
- …team and its assigned book of business,with the approval and guidance of the Trust Regional Director or Trust President. + Directly responsible for ... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate ...of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+… more
- JPMorgan Chase (Walnut Creek, CA)
- …+ Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more