- Bank of America (New York, NY)
- …a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and ... power to make a difference. Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation...+ Stays up to date with major developments in trust , estate /wealth transfer and financial planning, while… more
- State of New York Mortgage Agency (New York, NY)
- …home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving ... a wide range of skills and backgrounds in public policy, administration, real estate , architecture, finance, law, and many other areas of expertise. We seek to… more
- Edward Jones (Staten Island, NY)
- …a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, ... building wealth, estate strategies, funding education and more. As a financial...client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- Capital One (New York, NY)
- …lending and investments, primarily through proprietary and multi-investor Low Income Housing Tax Credits (LIHTC) funds. The team partners with internal and external ... etc Talent Development: + Foster an inclusive positive team environment of trust , collaboration, and effective challenge + Develop, coach, and inspire associates to… more
- Banco Popular Puerto Rico (New York, NY)
- …effective servicing and management of the New York Metro Commercial Real Estate commercial portfolio. The Commercial Banking Supervisor will be responsible for ... Officers/Managers and the Commercial Banking Specialists. This individual will partner with the CRE Leadership in accordance with the...+ Collect, review and analyze the financial statements, corporate tax returns and personal tax returns from… more
- State of New York Mortgage Agency (New York, NY)
- …subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various ... and policies. + Strong knowledge of government housing programs (Housing Tax Credit, Mitchell-Lama, PBV Section 8, Enhanced Vouchers, Inclusionary Housing, HOME,… more
- State of New York Mortgage Agency (New York, NY)
- …financed under various Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME. Position Summary: NYS Homes and ... home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving… more