- Charles Schwab (Westlake, TX)
- … Director , Schwab Advisor Family Office** Reporting to the Managing Director , Advisor Services , Chief Client Officer, the Managing ... Family Office will be responsible for leading Schwab Advisor Family Office's new offer targeted at...services and advisory environment with a focus on Family Office. + Working knowledge of investment and banking… more
- University of Massachusetts Amherst (Amherst, MA)
- …and track student and family request for information and service , family and community member requests for services , concerns, and refer inquiries to the ... Under supervision of the Associate Dean of Students and Director of New Student Orientation, Transitions, and Family..., programs, and events. + Provides administrative support for Family Advisor Council processes including, but not… more