- Wells Fargo (Philadelphia, PA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
- Deloitte (Horsham, PA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more