- Bank of America (East Brunswick, NJ)
- Financial Solutions Advisor - Consumer Investments - Northern and Central New Jersey Markets West New York, New Jersey;Clark, New Jersey; Parsippany, New Jersey; ... based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- Morgan Stanley (New York, NY)
- …financial and wealth planning, credit and lending, deposits and cash management, annuities , insurance , retirement, and trust services. As a market leader, ... to oversee the KYC Office's risk management processes, including review and challenge of the second line of defense...compliance forums, strategic/project working groups, exams, audits, etc. * Central audit and exam coordinator for the KYC Office,… more