I have worked in midsize credit unions of around 2B AUM for 15 years and would like to transition to an investment company or some other financial institution. Finance MBA/CPA with a lot of investment, ALM and FP&A experience. Any suggestions on the types of financial institution where such a transition might be feasible? Would appreciate any advice.

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Posting as :
works at
You are currently posting as works at

Have a similar background. You can jump to a big bank. Where are you located?

Southern California.

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