- Truist (Charlotte, NC)
- …following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial ... consulting for all clients. Typically manages a portfolio of Medical physicans with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more… more
- Bank of America (Charlotte, NC)
- Tax Accountant II - Executive Advisory Services Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Overview:** Executive Advisory Services (EAS) is a team of advisors providing customized wealth planning and tax return preparation services to the senior leaders at… more