- Citigroup (Fountain Valley, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client...adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch… more
- Morgan Stanley (Woodland Hills, CA)
- …Group (CG) Analyst participates in overall business growth of a Wealth Management team by developing customized Financial Plans /Asset Allocation proposals, ... information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors on the team *Client Support:* * Prepares performance… more