- 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