Intermediary Interaction - Participate in industry 3rd party seminars, meetings, analyst forums, Cognizant capability presentations... is preferred. Professional Contacts - Existing strong relationships with third party advisors, industry analyst, and potential C...
Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial..., investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan...
-term strategic partnership with leading financial institutions. The role will entail working with some of the leading... financial institutions in the market to achieve compliance within tight deadlines against a variety of different regulatory...