- Citigroup (Cerritos, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Bank of America (Los Angeles, CA)
- … Wealth Supervision Manager will partner with and backup the Client Relationship Manager . The Private Wealth Supervision Manager operates with ... Merrill Private Wealth Supervision Manager Los Angeles, California; Newport Beach, California...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more