- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Bank OZK (Clearwater, FL)
- …client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ... + Responsible for the daily management and administration of client investment portfolios in accordance with departmental policies and procedures. + Understands… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… more
- MyFlorida (Clearwater, FL)
- …mission. Those values are: + Commitment to Children + Communication Built on Trust + Collective Empowerment + Collaboration + Courtesy An excellent overview of the ... AD LITEM OFFICE: + State of Florida Retirement package - Pension or Investment plan (3% employee contribution required) + State group insurance coverage options,… more