- Deloitte (San Diego, CA)
- …to the development of proposal pricing strategies. + Identifying and developing add-on sales opportunities. + Performing role of counselor and coach; actively ... post-merger support for clients as they assess JVs, Partnerships, Acquisitions, or potential sales . An IT Strategy Manager is a self-starter who is comfortable in an… more
- Bank of America (Rancho Santa Fe, CA)
- …licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Minimum of one year ... to partner and promote lead generation. + Experience balancing investment management, sales activities, and new client development. + Strong computer skills and the… more
- Bank of America (San Diego, CA)
- …at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, ... three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional… more
- Bank of America (San Diego, CA)
- …partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal… more
- Deloitte (San Diego, CA)
- …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... of the Appraisal Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas… more
- Deloitte (San Diego, CA)
- …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... of the Appraisal Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas… more