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Attorney Securities and Real Estate Duties: Provide legal advice on related amendments, modifications and workouts, commercial real estate transactions and mortgage loans. Working with Private Placement and Real Estate Analysts on ..
Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..
... The candidate will work with title examiners, underwriters, surveyors, attorneys, lenders, ... necessary documents needed to process title insurance documents and commercial closing ... Open new files and order..
Senior Wealth Planning Analyst The candidate will work closely with prospects, clients, and the client service teams to produce key current state analyses (Net Worth Statements, Current Cash Flow, Tax, etc.) ..