• VP, Senior Wealth Consultant

    Charles Schwab (Tysons Corner, VA)
    …the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch ... in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum...Wealth Management solutions, and client promoter scores + Partner with wealth specialists to offer solutions… more
    Charles Schwab (12/03/25)
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  • Private Banker

    City National Bank (Los Angeles, CA)
    …Develops and manages client relationships with high- net- worth and ultra -high-net-worth individuals and families within a specific market. Provide integrated ... May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must… more
    City National Bank (11/01/25)
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