• Private Client Advisor

    Bank of America (Los Angeles, CA)
    Private Client Advisor II Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with… more
    Bank of America (09/24/24)
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  • Financial Planning and Analysis Senior Manager

    Southern California Edison (Rosemead, CA)
    …CPUC/FERC regulatory filings as needed + Coaches and develops analyst and advisor team to increase understanding of financial concepts and utility ratemaking, ... financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other… more
    Southern California Edison (09/29/24)
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