3 Cfa Investment Jobs in Palo Alto, CA
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Co-Founder and Chief Investment / Operating Officer AiLifePay - Palo Alto, CA, United States Degree required; PhD, MS, MBA, JD, CFA, or CFP preferred Passionate entrepreneur, have strong business instincts Experience with fundraising, capital formation and investment Strong familiarity 15 days ago
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Citizens Private Wealth - Advanced Tax & Estate Planning Advisor Citizens - Menlo Park, United States Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental Competitive 19 days ago
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Senior Director - M&A Finance Visa - San Francisco, California experience, with 5+ years in corporate finance, investment banking or management consulting • MBA and/or CFA preferred. Understanding of Payments industry and Visa’s business is preferred • Strong track record 10 days ago
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