- Fifth Third Bank, NA (Tampa, FL)
- …review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst . Responsible and accountable for risk by openly exchanging ... document credit decisions, conditions, and modifications. + Collaborates with the Credit Analyst to perform Portfolio management duties such as: + Establish… more
- Truist (Tampa, FL)
- …and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more