Supervise and execute due diligence engagements. Lead project coordination, develop staff, and advise clients on risks and opportunities related to business transactions.

Manage advisory services for business transactions, focusing on due diligence engagements. Oversee project management, train staff, and develop client relationships while ensuring best practices are followed.

The Client Relationship Associate focuses on delivering exceptional client service, managing communications between clients and the wealth team, preparing for meetings, and maintaining data integrity.

The Wealth Advisor manages existing and new client relationships, prepares and delivers financial plans, leads client communications, and assists with ongoing financial planning and portfolio management.

The role involves advising clients on mergers and acquisitions, conducting due diligence and financial analyses, developing client relationships, and managing projects.

The Staff Accountant assists clients with internal accounting tasks, manages daily transactions, reconciliations, and prepares financial statements while ensuring compliance with relevant regulations.