- Truist (Raleigh, NC)
- …Responsible for the day to day operations of the F & E specialty support group which includes daily review of cash balances, overdrafts, and lockbox activity. ... Processes contributions, distributions, trade requests, stock donations, charitable gift annuities, fund accounting, and system coding requests. Aids in the account opening and closing process. Acts as a liaison between F & E consultants, investment managers,… more
- University of Southern California (Los Angeles, CA)
- …eg, high-net-worth individuals and angel investors; institutional LPs, eg, pension funds, endowments , foundations , sovereign wealth funds; and family ... of portfolio management strategies. Preferred Education: Master's degree Business Administration Specialized/technical training Accounting Preferred Experience: 10 years Preferred… more
- CIBC (Denver, CO)
- …account and other custodial services for high-net-worth individuals, their families, foundations and/or endowments . The Senior Client Service Associate executes ... CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as… more
- CIBC (Denver, CO)
- …the creation of new business with high net worth individuals, family offices, endowments and foundations . The Business Development Officer works closely with ... or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic sales professional… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …includes adjunct appointment at Morehouse School of Medicine and offers a wealth of opportunities for research collaborations within the Department of Pediatrics, ... Research Alliance Distinguished Investigator, supported by a dedicated $1M research endowment and appointment at Emory University and Morehouse School of Medicine.… more