- Bank of America (Sarasota, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax… more
- Truist (Sarasota, FL)
- …review assessments, audit results and compliance results. 5. Prepare and deliver presentations to senior line of business management and senior credit risk ... to time. 1. Responsible for all aspects of client management including driving execution of credit facilities, capital markets...data; functioning as an industry expert for Corporate and Investment Group (CIG) CRE and Truist. 8. Work closely… more