- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills gained through education and experience to lead the advisor / client experience regarding lending products including Securities Based Lending, ... Mortgage, Tailored Lending and Margin. The scope of the advisor / client experience covers the end-toend experience including process, technology,… more
- BMO Financial Group (Sarasota, FL)
- …a portfolio of prospect and client relationships and deliver an exceptional client experience . Demonstrates an understanding of and care for the client ... with team members to evaluate changing needs, increase communication with client , and implement the client experience . + Produces client reports that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …actions. * Evaluates each prospective new RJFS ICD branch manager and financial advisor candidate and approve or deny the candidate for affiliation with RJFS. * ... region, including decisions to continue or terminate the affiliation of the advisor /branch with RJFS. * Serves as a change agent. Supports, communicates, and… more
- Jabil (St. Petersburg, FL)
- …engineering, manufacturing, and supply chain solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, ... approach will ensure clients see you as a trusted advisor and not just another salesperson. + Market Intelligence:...Sr. Management, + Responsible for customer satisfaction and good client relationships. + Develop an understanding of the workcell… more