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| Date | Location | Job title | 
| Jun 16, 19 | Birmingham, AL | Part-time Instructor, Wealth Management Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts an... | 
| Dec 10, 22 | Birmingham, AL | Asset and Wealth Management Tax Manager Asset and Wealth Management Tax Manager Duties: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effe... |