• Senior Wealth Advisor

    Citigroup (Irvine, CA)
    … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... more
    Citigroup (01/16/25)
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  • Private Wealth Advisor Director

    BMO Financial Group (Newport Beach, CA)
    …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... more
    BMO Financial Group (02/14/25)
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  • Tax Senior Manager, Investment Management…

    Deloitte (Costa Mesa, CA)
    …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... more
    Deloitte (02/12/25)
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  • Tax Senior , Investment Management…

    Deloitte (Costa Mesa, CA)
    …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... more
    Deloitte (12/22/24)
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  • Senior Consultant, Operations & Technology…

    Deloitte (Costa Mesa, CA)
    Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... more
    Deloitte (01/31/25)
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  • Tax Senior , Business Tax Services…

    Deloitte (Costa Mesa, CA)
    …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... more
    Deloitte (02/12/25)
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  • Citi Private Bank - MD/Director, Private Banker

    Citigroup (Costa Mesa, CA)
    …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... more
    Citigroup (02/12/25)
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  • Director, Relationship Manager - Commercial…

    BMO Financial Group (Newport Beach, CA)
    …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... more
    BMO Financial Group (02/12/25)
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  • Chief Financial Officer

    RGP (Irvine, CA)
    …approving the Investment Policy Statement and building a relationship with the donor advisor . + Consult with legal counsel as appropriate on matters related to the ... more
    RGP (01/15/25)
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