- BMO Financial Group (Minneapolis, MN)
- …+ Produces client reports that demonstrate the value provided and assesses clients at- risk for retention. + Makes recommendations to senior leaders on strategy and ... to provide insights and recommendations. + Monitors and tracks performance , and addresses any issues. + Designs and produces...and earn their trust. + Follows through on the risk and compliance processes and policies to ensure we… more
- Deloitte (Minneapolis, MN)
- …2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk , regulatory and consulting services to a broad range of ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to demonstrate basic understanding of Subchapter K,… more