- Bank of America (Philadelphia, PA)
- …+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess ... York - 114 W 47TH ST (NY8114), US - NY - New York - 200 Park Ave - GRAND CENTRAL TERMINAL BC (NY5146), US - NY - New York - 225 LIBERTY ST (NY3002), US - NY - NEW… more
- Deloitte (Philadelphia, PA)
- …landscape of our clients' financial success. + Client Engagement: Play a central role in client communication, fostering strong relationships, and ensuring the ... Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner , Hedge management and accounting, SWIFT integration, BCM, and integration… more
- Confluent (Trenton, NJ)
- …logistics for team meetings, all-hands meetings, town halls, and other events. + ** Central Contact:** Act as the main point of contact for department activities, ... to detail, ensuring accuracy and thoroughness in every task. + **Strategic Planner :** Can scope out project complexities, plan several steps ahead, and excel… more