- Truist (Mclean, VA)
- …following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial ... consulting for all clients. Typically manages a portfolio of Medical physicans with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more… more
- Bank of America (Washington, DC)
- Private Client Advisor II Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities,… more