• Identify prospective clients and firms interested in selling or transferring ownership of accounting firms and manage entire process of client introduction and potential selling firms. (resumemycareer.com)
A characteristic of a joint account is that normally upon the death of one account holder, ownership of the account assets pass to the remaining account holder (s). (transamerica.com)
Orlando has spent the last few weeks onboarding in California, Maryland and Texas and will now officially take ownership of accounts in the Dallas / Fort Worth market. (townepark.com)