Participate and consult regarding policies and procedures, controls, tools and training. Review and analyze controls to manage high risk investment strategies and complex products. Evaluate resources to monitor risk and...
Independently acquire, retain, and grow early-stage technology client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of...
Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly,...
Review or prepare complex valuation reports to ensure appropriate content and compliance with federal, regulatory, and bank policy. These tasks may include quality oversight, technical desk reviews and/or post funding...
Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but...
Participate and consult regarding policies and procedures, controls, tools and training. Review and analyze controls to manage high risk investment strategies and complex products. Evaluate resources to monitor risk and...