• Financial Solutions Advisor - Consumer Investments…

    Bank of America (Dayton, NJ)
    Financial Solutions Advisor - Consumer Investments - Central South NJ Market Hillsborough, New Jersey;Dayton, New Jersey **Job Description:** At Bank of America, we ... exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained… more
    Bank of America (10/02/24)
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  • Merrill Experienced Financial Advisor

    Bank of America (Princeton, NJ)
    …+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess ... York - 114 W 47TH ST (NY8114), US - NY - New York - 200 Park Ave - GRAND CENTRAL TERMINAL BC (NY5146), US - NY - New York - 225 LIBERTY ST (NY3002), US - NY - NEW… more
    Bank of America (09/12/24)
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  • Advisory Manager - SAP Treasury

    Deloitte (Princeton, NJ)
    …landscape of our clients' financial success. + Client Engagement: Play a central role in client communication, fostering strong relationships, and ensuring the ... Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner , Hedge management and accounting, SWIFT integration, BCM, and integration… more
    Deloitte (09/06/24)
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  • Executive Assistant II

    Confluent (Trenton, NJ)
    …logistics for team meetings, all-hands meetings, town halls, and other events. + ** Central Contact:** Act as the main point of contact for department activities, ... to detail, ensuring accuracy and thoroughness in every task. + **Strategic Planner :** Can scope out project complexities, plan several steps ahead, and excel… more
    Confluent (09/11/24)
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