Leverage past investment banking experience to enhance Mergers and Acquisitions execution and/or capital raising outcomes to help build the franchise, while meeting revenue and other financial goals through maintaining a deal pipeline. Oversee and execute capital markets and advisory service transactions, serving as a leader and mentor to the banking team and building client relationships with sophisticated financial solutions.

The role involves leveraging investment banking experience to enhance Mergers and Acquisitions execution and capital raising outcomes to build the firm's franchise, while meeting revenue goals through maintaining a deal pipeline. Responsibilities also include serving as a leader and mentor to the banking team, overseeing complex transactions, and ensuring solutions meet internal risk and ethical standards.

The Senior Wealth Advisor acts as the lead advisor within a dedicated client team, serving as the primary point of contact for mass affluent households in the Greater SF Bay Area to retain and grow assets through proactive, tailored financial advice. This role involves comprehensive relationship management, explaining investment strategies, providing holistic financial planning, and coaching team members while traveling to meet clients face-to-face.

This role supports the Recovery Audit Contractor (RAC) program by reviewing clinical information and auditing billings against CMS standards, while also overseeing the retrospective denial management process. The specialist provides clinical expertise for appeals, acts as a resource for the RAC team, and educates staff and physicians on regulatory compliance measures.