- Citigroup (New York, NY)
- …into the Investment Solutions and Chief Investment Officer (CIO) for Wealth . It will form part of the COO and Investment Solutions/CIO leadership team. ... wealth products across investments, banking, lending, insurance, trust services and financial planning & advice....Loss (P&L) and understanding of end to end business operating systems. + Customer focus; record of achievement in… more
- Morgan Stanley (New York, NY)
- …and services to its clients including brokerage, investment advisory, financial and wealth planning , credit & lending, deposits & cash management, annuities, ... conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management...insurance, retirement and trust services. The US Banks- Morgan Stanley Private Bank,… more
- Morgan Stanley (Tempe, AZ)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... is an important part of our culture. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan… more
- Live Nation (Beverly Hills, CA)
- …define and achieve its ambitions. We work directly with the President and COO to identify company-wide priorities and collaborate across stakeholders to make them a ... comfortable working in a matrixed organization. They gain the trust of the senior leaders as a proactive and...Partner with senior leaders to guide business & product planning informed by our strategy and priorities. + Support… more
- KPMG (Stamford, CT)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... of the customer acquisition life cycle from pipeline development/account planning /account management, opportunity pursuit, meeting follow up, proposal, client… more