- Vanguard (Scottsdale, AZ)
- The Regional Director , Personal Investor Wealth Management will lead, develop, empower, and guide a team of Wealth Advisor Executives in providing wealth ... of the largest and most complex individual investors (and entities) served by Personal Investor Wealth Management. + Manages a large, multi-billion-dollar book… more
- Umpqua Bank (Scottsdale, AZ)
- …recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering ... lines of credit, commercial real estate loans (Owner Occupied and Investor ) and equipment financing; most often from moderate-to-complex enterprises with revenues… more