- Guardian Life (Denver, CO)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- BMO Financial Group (Denver, CO)
- …and retention strategy the portfolio. + Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their ... Partner Finance Loans Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design,… more
- Deloitte (Denver, CO)
- …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