Accounting & Finance Career Research

Morgan Stanley

Accounting & Finance - Financial Manager, Branch or Department - Santa Ana, CA

Manage a self generated client book of affluent clients, Senior Executives, and Business Owners to assist them in the attainment of their financial goals. Performed Needs analysis, Risk tolerance assessments, future Estate Planning, and development if mutually agreed upon Investment Policy Statements ensuring agreed the goals, objectives, and investment strategies are in scope.

Avg. Salary: $150,000   ·    Company Rank: Not Available

Mutual of America

Accounting & Finance - Financial Specialist - Akron, OH

Employer Sponsored Plan Enrollment and Guidance Client Retention and acquisition Asset Retention and acquisition Investment guidance

Avg. Salary: $70,000   ·    Company Rank: Not Available

Fidelity Investments

Accounting & Finance - Financial Specialist - Woodmere Village, OH

Develop and maintain long term relationships with 400 high net worth households in a manner that exceeds client's immediate and future wealth planning needs within quarterly face-to-face or phone appointments

Avg. Salary: $70,000   ·    Company Rank: Not Available

FirstMerit Corporation

Accounting & Finance - Financial Specialist - Bath, OH

Branch Management Employee coaching and development Branch audits Mortgage Loan Applications Credit analysis Community Involvement

Avg. Salary: $70,000   ·    Company Rank: Not Available

Chase Bank

Accounting & Finance - Financial Specialist - Wadsworth, OH

Meet with clients to uncover financial needs, provide wealth solutions, and create an outstanding customer experience

Avg. Salary: $70,000   ·    Company Rank: Not Available

Expotel Hospitality

Accounting & Finance - Controller - New Orleans , LA

I was responsible for all financial data for Hotels in Denver, and Fresno

Avg. Salary: $80,000   ·    Company Rank: Not Available

Doubletree Denver North

Accounting & Finance - Controller - Westminster, CO

Responsible for all accounting at the hotel

Avg. Salary: $80,000   ·    Company Rank: Not Available

Stonebridge Companies

Accounting & Finance - Controller - Englewood, CO

I was responsible for all Accounting procedures for nine hotels.

Avg. Salary: $80,000   ·    Company Rank: Not Available

Motel 6

Accounting & Finance - Controller - Pensacola, FL

Manage motel

Avg. Salary: $80,000   ·    Company Rank: Not Available

Wilbur-Ellis Company

Accounting & Finance - Financial Manager, Branch or Department - Sacramento, CA

Avg. Salary: $152,500   ·    Company Rank: Not Available