- Bank of America (Washington, DC)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. Responsibilities: * Leads the growth of funded ... evaluations, risk rating estimates, etc.) * Expertise in engaging with Product Specialist Executives (real estate, art, yacht, hedge funds) to assess and collaborate… more
- Deloitte (Bethesda, MD)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more