- Nuveen Investments (Palo Alto, CA)
- ** Wealth Management Coach ** The Director , Wealth Management Coach enables client facing Wealth Management client facing associates to ... and Duties** + Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth … more
- Columbia Bank (Walnut Creek, CA)
- …company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on ... Company. The Trust Market Manager has responsibility for the management of the trust administrative team and its assigned...with the approval and guidance of the Trust Regional Director or Trust President. + Directly responsible for the… more