- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May… more
- Citigroup (Tampa, FL)
- …requires a meticulous professional with a deep understanding of real estate finance, affordable housing development, the intricacies of tax credit structures, ... legal documentation, including loan agreements, partnership agreements, deeds of trust , regulatory agreements, and intercreditor agreements, to ensure all conditions… more