... accountabilities. Conduct internal and external seminars to focus on business development and growth ... business, investment products and financial solutions. Highly developed sales and presentation ...

... financial issues and strategies, typically including multi-generational trusts, closely held business ... / advisory services to clients through the development, delivery and implementation of a customized wealth ...

... . Responsible for business development (new and cross-selling), client service excellence, client retention, and ... externally, and partnering with key team members (within the local affiliate and/or group) to drive business ...