- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of Raymond James & Associates), to support the establishment and maintenance of advisory and managed accounts. Every associate works both independently and ... corrective action. * Performs a variety of operational tasks aimed at supporting Advisory and Managed account establishment and maintenance. * Understands client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …reports and analysis. * Develops and maintains knowledge of the advisory business process, client review process, asset allocation, and benchmark reporting. ... meetings. * Analyzes various investment accounts including mutual funds, managed accounts, ETFs, SMAs, UMAs and MDAs to assist...UMAs and MDAs to assist in mapping business for new advisors or potential new advisors. *… more
- HCA Healthcare (Sarasota, FL)
- …physician advisory panels to provide ongoing feedback to HCA senior management, and serves as a liaison between committees and facility/corporate leadership, ... assistance (tuition, student loan, certification support, dependent scholarships) + Colleague recognition program + Time Away From Work Program (paid time off,… more