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Compliance Search Group (Los Angeles, CA)
ears experience identifying risk associated with trade activity, client suitability, excessive trading, general sales practice issues Experience speaking/engaging with sophisticated High-Net-Worth, institutional clients and sales...
From : TheLadders.com - 2012-05-11T20:14:52Z
Advantage Talent (Los Angeles, CA)
50-person firm with four partners caters to tax needs of high net worth individuals and entities they own. Firm ... in many. - Practice should integrate with needs of high net worth individuals, including corporate, partnership,...
From : Advantage Talent, Inc. - 2012-05-09T11:38:32Z
Kaye/bassman International (Los Angeles, CA)
CA broker seeks an individual specializing in High-Net Worth Clientele services producing sales for one of the ... to identify an individual with experience working with High-Net worth and affluent clientele providing excellent...
From : BullhornReach.com - 2012-03-21T02:20:24Z
Lindalee Green (Encino, CA)
POSITION TITLE: High Net Worth Account Manager, Personal Lines REPORTS TO: Personal Lines Department Manager PRIMARY ... Minimum 5-7 years personal lines experience servicing high net worth clients & their business managers. Valid...
From : GreatInsuranceJobs.com - 2012-02-10T06:29:54Z
A. E. Feldman Associates (Los Angeles, CA)
or Manager with experience catering to ultra high net worth clientele. Prestigious CPA firm seeks tax partner, ... or manager with experience catering to ultra high net worth clientele including corporate executives,...
From : A. E. Feldman Associates - 2011-12-23T09:00:54Z
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