- University of Southern California (Irvine, CA)
- …LPs, eg, pension funds, endowments, foundations, sovereign wealth funds; and family offices, eg, private firms that manage the finances of wealthy ... (VC GPs), individual limited partners (LPs), institutional LPs, and family offices that make investments in one or more...(eg, Viterbi Venture Fund), and other USC offices (eg, Office of the General Counsel, Compliance, USC Stevens Center… more
- BMO Financial Group (Newport Beach, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Deloitte (Costa Mesa, CA)
- …answered "Yes!" to these questions, we need to talk about a career 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...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Grant Thornton LLP (Newport Beach, CA)
- As the Private Wealth Services Tax Director, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in… more
- Citigroup (Fullerton, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (Fountain Valley, CA)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- KPMG (Irvine, CA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... financing and securitization transactions advisory engagements, to Fortune 100 companies, private equity owned companies and securitization issuers + Analyze target… more
