• Trust Administration Advisor

    Truist (Nashville, TN)
    …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
    Truist (12/26/24)
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  • Wealth Management Advisor

    US Bank (Bowling Green, KY)
    …Facilitate the delivery of strategies and capabilities including portfolio management, trust administration , investment advisory, and insurance + Deliver ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
    US Bank (01/15/25)
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  • Financial Planning and Analysis Portfolio II

    HCA Healthcare (Nashville, TN)
    …Deployment aspect. Prepare monthly entries on behalf of ITG Finance and Administration for Labor Chargeback, Capitalization, and CIP. In addition, prepare the ... ITG PMO and Project team, and is a trusted advisor while reporting centrally to F&A in order to...teams. + Collaborate with other areas within Finance & Administration , including Total Cost of Ownership, Core VP Support,… more
    HCA Healthcare (01/30/25)
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  • Executive Director- Business Development

    Concentrix (Nashville, TN)
    …and interpersonal skills with the ability to build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and ... featuring SMEs from multiple practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through to close plan. -… more
    Concentrix (01/26/25)
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  • Principal Data & Analytics Strategy Consultant

    Concentrix (Nashville, TN)
    …of organization. Able to bridge business / IT gap and become a trusted advisor .​ + Perform financial analysis and modeling, as necessary. + Estimate scope, duration, ... capable of liaising effectively between clients and internal teams, building trust , and fostering strong partnerships. + Resilient and adaptable in ambiguous… more
    Concentrix (01/19/25)
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