- Citigroup (New York, NY)
- …into the Investment Solutions and Chief Investment Officer (CIO) for Wealth . It will form part of the COO and Investment Solutions/CIO leadership team. ... wealth products across investments, banking, lending, insurance, trust services and financial planning & advice....Loss (P&L) and understanding of end to end business operating systems. + Customer focus; record of achievement in… more
- Morgan Stanley (New York, NY)
- …and services to its clients including brokerage, investment advisory, financial and wealth planning , credit & lending, deposits & cash management, annuities, ... conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management...insurance, retirement and trust services. The US Banks- Morgan Stanley Private Bank,… more
- KPMG (New York, NY)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... of the customer acquisition life cycle from pipeline development/account planning /account management, opportunity pursuit, meeting follow up, proposal, client… more