Sentences with phrase «as a financial services professional»

As a financial services professional who specializes in mergers and acquisitions, he travels constantly and feels like he's living his life on the road.

To take the next step in my career as a financial services professional by partnering with a growth oriented entity that will enable me to utilize my skill set and vast experience.

Not exact matches

Most likely, you're turning to these professionals for standard tax, bookkeeping and auditing services only, but your accountant probably knows your financials as well as you, if not better.

In many instances, involvement with a corporate incubator also can mean sizable financial assistance and professional services (such as legal advice) worth big bucks.

As a standalone product dedicated to financial professionals, it has advantages over the products offered by Reuters and Bloomberg, whose chat products have grown out of their information services businesses, and in Bloomberg's case, its lucrative terminal business.

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance aFinancial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance afinancial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

He is actively engaged with many stakeholders as part of Ernst & Young's commitment to enhancing the public's trust in professional services firms and in the quality of financial reporting.

The 12 - week online class is an exciting opportunity for financial services, insurance, or banking professionals as well as entrepreneurs around the world who want to access the world - class education associated...

As part of its commitment to a build a more diverse workplace and address a gender gap within key sectors of the financial services industry, Fidelity has launched its Summit for Young Women, a day - long event designed to open students» minds to the wide range of career opportunities that exist within financial services, years before they are ready to begin their professional lives.

As an entrepreneur and business owner, training and managing dozens of financial service professionals, David has a proven track record of exceptional investor relations and senior management.

The agreement will also provide improved access in areas such as financial, professional, architectural and engineering, research and development, environmental, construction, and transportation services.

As a CFP ® professional, Moore offers clients financial planning services as welAs a CFP ® professional, Moore offers clients financial planning services as welas well.

Equity Institutional services institutional clients of Equity Trust Company, a leading custodian of alternative and tradtional assets, serving some of the nation's largest financial institutions, as well as thousands of financial professionals across the country.

In doing so, the complaint continues, DOL «bans common and long - accepted forms of compensation for financial services and insurance professionals, such as commissions and sales loads (a mutual fund sales charge).

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

To frame the analysis, he defines two types of investment opportunity search: (1) informal (use of magazines, newspapers, online services and friends or relatives); and, (2) professional (use of experts such as accountants, financial planners and brokers).

Payroll processor ADP said the job growth was driven by services firms such as retailers, financial services firms, and professional and business services, which includes higher - paying jobs like accountants, engineers and architects.

The investment will separate Thomson Reuters» newsgathering business from other services it provides, such as data analytics and trading tools to financial professionals globally.

He has served on many local, state and national boards of directors, including as president of both the Golden Gate and East Bay Chapters of the Society of Financial Service Professionals, president of the National Association of Insurance and Financial Advisors (NAIFA)-- San Francisco, and as a member of the National Board of Directors of The Society of Financial Service Professionals.

As a special service to our professional partners, Edward Jones publishes complimentary educational brochures and quarterly journals on topics of particular relevance to legal and tax professionals who provide clients guidance regarding financial concerns.

(Napa, CALIF.)-- Some of the hottest issues wine business executives and winery owners face today, including internal theft and crime at wineries, will be examined at the 24th Annual Wine Industry Financial Symposium in September by a powerhouse panel of professionals who have worked for agencies such as the Secret Service, representatives from the -LSB-...]

(Napa, CALIF.)-- Some of the hottest issues wine business executives and winery owners face today, including internal theft and crime at wineries, will be examined at the 24th Annual Wine Industry Financial Symposium in September by a powerhouse panel of professionals who have worked for agencies such as the Secret Service, representatives from the Napa County District Attorney's office, as well as experts from the banking and accounting sectors of the wine business.

These are the expert services such as financial services, professional services and the advisory, management and consulting industries that surround healthcare, urban planning and infrastructure.

To qualify as an allied industry member, a firm must supply broiler producer / processors with goods or professional or financial services.

In the meantime, financial services — including the City of London — have bounced back from the crisis as the leading - edge professional services centre in the EU.

The new company will provide services to employers needing certification programs for employees and will help organizations that license and certify such professionals as architects and financial planners.

CMO's usually provide shared services, such as shared assessments, professional development, financial management and administrative services, human resources and teacher recruitment, fundraising, and facility services.

It is well known for its online mentoring services Ask Dr. Math, Problems of the Week, and Teacher2Teacher, as well as its professional discussion forums and community digital libraries such as MathTools and Financial Education in the Math Classroom.

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

• Business professionals whose customers value trust, information, and expertise, including coaches, real estate professionals, marketing professionals, consultants, financial services professionals, medical professionals, etc. • Professionals who want to use their book as a platform to generate additional revenue streams through speaking engagements, training seminars, and exploringprofessionals whose customers value trust, information, and expertise, including coaches, real estate professionals, marketing professionals, consultants, financial services professionals, medical professionals, etc. • Professionals who want to use their book as a platform to generate additional revenue streams through speaking engagements, training seminars, and exploringprofessionals, marketing professionals, consultants, financial services professionals, medical professionals, etc. • Professionals who want to use their book as a platform to generate additional revenue streams through speaking engagements, training seminars, and exploringprofessionals, consultants, financial services professionals, medical professionals, etc. • Professionals who want to use their book as a platform to generate additional revenue streams through speaking engagements, training seminars, and exploringprofessionals, medical professionals, etc. • Professionals who want to use their book as a platform to generate additional revenue streams through speaking engagements, training seminars, and exploringprofessionals, etc. • Professionals who want to use their book as a platform to generate additional revenue streams through speaking engagements, training seminars, and exploringProfessionals who want to use their book as a platform to generate additional revenue streams through speaking engagements, training seminars, and exploring new markets.

Before visiting a professional, you should make a list of questions that you may have regarding financial terms and services, as well as list of your own assets.

The professional financial world also recognizes IQ as a company that provides industry - leading services that most brokers have failed to offer.

Released on January, 5th, 2018, out of the Cornwall Local Newspaper — Featuring Paul J Paquin, CEO at Golden Financial Services CLICK HERE to Learn About Debt Relief Options (as mentioned in the article) CLICK HERE to Try Debt Calculator Talk to an IAPDA Certified Professional & Learn About Debt Relief Options for Free at (866)-LSB-...]

As a result, we now have more than 100,000 life insurance policies in force and over 10,000 independent licensed financial service professionals marketing our products.

Educational eligibility requirements have been established to ensure that individuals certified by AFCPE have the appropriate level of education, knowledge and proficiency necessary to provide financial counseling services as an AFC professional.

Golden Financial Services is one of the largest debt settlement companies in the United States where our professional services will be safer, easier for you; you will save a lot more money and won't have to deal with as muchServices is one of the largest debt settlement companies in the United States where our professional services will be safer, easier for you; you will save a lot more money and won't have to deal with as muchservices will be safer, easier for you; you will save a lot more money and won't have to deal with as much hassle.

They offer financial solutions for student debtors who work in the medical professional field, as a way to thank them for their service in helping others.

Researchers explored topics such as investors» relationships with financial professionals, understanding and perceptions of fees charged for investment services, usage of investment information sources, attitudes towards investing and investor literacy.

Work with your New York Life financial services professional to protect your family while building tax - advantaged assets for future needs such as college funding, retirement, a wedding, building a dream home and more.

Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance products.

As a Financial Advisor, Gregg is qualified to provide credit union members with professional assistance, quality financial products and dependableFinancial Advisor, Gregg is qualified to provide credit union members with professional assistance, quality financial products and dependablefinancial products and dependable service.

If you get in such situation, you can follow their sample and apply to one of the professional and reputable services (such as Personal Money Service), which can provide a financial help.

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance aFinancial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance afinancial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

As a financial professional working for a bank or credit union, you're always on the lookout for value added services that can make a difference within your local community.

CERTIFIED FINANCIAL PLANNER ™ professionals providing financial planning services also must abide by the fiduciary standard, as defined by CFP Board.

As a regulated US financial services company based in New York City, itBit is focused on meeting the sophisticated needs of institutions, active traders and other bitcoin trading professionals

Golden Financial Services is listed as a member and accredited by the International Association of Professional Debt Arbitrators (IAPDA) and Certified with the Association of Student Loan Relief.

VetLIVE.com, LLC, the owners of the Site, and professionals who offer services through the Site accept no responsibility for any medical, legal, or financial events or outcomes related to the Service attained through the Site, which is being provided on an as is basis.

She has been with FoodScience Corporation for over two years as an inside sales rep for professional human supplements and has a long history in the financial services industry in sales and management.

associations with legal personality which exist for the promotion of commercial or of independent professional interests, so far as a considerable number of entrepreneurs belong thereto, and which distribute goods or services of the same or similar type on the same market, provided such associations are actually in a position, particularly in terms of their personnel, material and financial resources, to pursue the tasks, under their memoranda of association, of promoting commercial or independent professional interests, and so far as the contravention affects the interests of their members;