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CITIZENS BANK - PROVIDENCE, RI
... requirements - Review IPM Client portfolio performance and data entry reports each month - Review and prepare custodian/money manager applications, including Investment Policy Statements ... and estate planning needs - Contact CFA custodians and third party managers regarding clients' account - Generate quarterly client investment reports and invoices - Prepare wire transfer ...
CROSSROADS RHODE ISLAND - NORTH KINGSTOWN, RI
TEXTRON - PROVIDENCE, RI
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