• Sr . Wealth Strategist

    Fifth Third Bank, NA (Detroit, MI)
    …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. Sr . Wealth Strategist LOCATION -- Cincinnati, Ohio 45202 Fifth ... retirement). + Reviews all client deliverables for which the Strategist is the lead. + Delivers the wealth plan to clients and their advisors in a clear… more
    Fifth Third Bank, NA (10/26/24)
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  • Senior Investment Strategist

    Comerica (Bloomfield Hills, MI)
    Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios ... thrive in team-based fiduciary environment, working closely with the trust officer, wealth advisor, and private banker and other internal colleagues to reach… more
    Comerica (10/30/24)
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