- Truist (Laurel, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Trellix (Columbia, MD)
- …will serve as a cyber systems engineering subject matter expert and trusted advisor . *You will lead the service delivery process from a technical perspective, ... and client managers and cost/schedule monitoring. May have some financial responsibilities including project cost estimating, proposal generation, and invoicing.… more