. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. LegacyPrivateClientServices, LLC, 4140... Number: 252-514-2568. LegacyPrivateClientServices, LLC is not owned or operated by Eagle Strategies LLC or its affiliates....
-U.S. connections. Analyze client goals related to retirement, cash flow, liquidity planning, trust and estate planning, and legacy... and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization...
. As client needs evolved, so has our portfolio of services;extending our Issuer Services into equity and entity governance... services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting...
modeling to forecast future financial scenarios and outcomes on matters including, but not limited to, tax, public and private... investments, philanthropic giving, and estate planning. Provide expert advice on estate planning, including wills, trusts, legacy...
Service Delivery, and, ultimately other areas of the Investor Services Complex, ensuring cost efficiency, client alignment... and work independently Proven ability to motivate staff to perform and deliver high levels of clientservices...
. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling... managers to monitor the consistent execution of strategy and risks related to our client portfolios. · Remain current...
. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling... job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known...
with a successful Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships... World” and “Best Private Bank in North America” by Global Finance magazine. Build long-term client relationships...
. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big..., which may be a single area, multi-area or a multi-discipline construction project. May be the primary client contact...
by engaging with you! What you’ll do: Run discovery & design workshops with private equity firms and enterprise prospects... grounded in relevant anecdotes from your experience with strong presentation skills. You thrive in in client-facing...