Sentences with phrase «develop policy portfolios»

Not exact matches

Rob previously served as Chief Credit Officer of GreenSky, where he developed credit policy, pricing and portfolio management strategies to enable significant growth in the company's loan portfolio.

Mr. Garland and his team are responsible for developing and implementing the Funds» active ownership programs for public equities, including voting proxies, engaging portfolio companies on their environmental, social and governance policies and practices, and advocating for regulatory reforms to protect investors and strengthen shareholder rights.

Mr. Yusko and Managing Director Mike Hennessy were responsible for building the Investment Office and subsequent Management Company operations for the UNC Endowment, and they worked closely with the Investment Fund Board to develop investment policy, set goals and objectives, establish a strategic framework, select investment managers and manage portfolio risk.

Using green bonds and modified insurance portfolios If the top financial layer includes big institutional investors and banks, then a second tier of untapped finance lies with insurance companies extending policies to the most vulnerable populations in the developing world.

Boards just develop policies to govern schools, just like portfolio managers do.

When deciding how much of your portfolio should be hedged for currency risk, a good rule of thumb is to think about developing an asset allocation and hedging «policy» at the same time.

Policy Genius asks you about yourself and your insurance coverage.Then an algorithm determines if you have any gaps in your insurance portfolio and offers you a realistic look at how to develop your financial safety net.

They both helped develop, oversee and help set policies for the portfolios offered to Rebalance IRA clients.

States and regions have often taken the lead in developing climate policy, from renewable portfolio standards to cap - and - trade programs, particularly in North America.

The following policy recommendation from the 2008 IEPR Update serves as a guideline in developing a portfolio of storage technologies (California Energy Commission, 2008 Integrated Energy Policy Report Update, CEC -100-2008-008-CMF, p. 28 policy recommendation from the 2008 IEPR Update serves as a guideline in developing a portfolio of storage technologies (California Energy Commission, 2008 Integrated Energy Policy Report Update, CEC -100-2008-008-CMF, p. 28 Policy Report Update, CEC -100-2008-008-CMF, p. 28 - 29):

Conversely, the Minister of Justice, as the name suggests, is the Minister responsible for the Justice portfolio, developing policy and drafting legislation for this area.

An Investment Policy Statement (IPS) is developed for each client, providing a framework within which investment decisions are made commensurate with client investment objectives, risk tolerance, investment restrictions, and governing instrument (s), and within which portfolio returns are evaluated.

Successfully developed policies and sales strategies that increased sales, client acquisition, and motivated portfolio managers, while concurrently performed individual sales initiatives.

• Confer with clients to determine their investment needs and decipher if they have sufficient «surplus» money to be eligible for investing • Study market trends to determine which company's shares are the most lucrative and provide clients with information on how to invest in them • Monitor both local and international stock markets to determine trends and provide correlating recommendations to clients • Manage clients» investment portfolios and ensure that periodic reviews are performed • Assist clients in developing their investment strategies by explaining concepts such as carry - over trades and hedging • Create and implement risk management policies and procedures to ensure that clients» investments are as risk - free as possible • Interview, hire and train traders to handle clients» accounts and ensure that they are constantly made aware of market conditions and risks • Develop and make pitches to new individual and corporate clients in a bid to inject «corporate blood» into the systems

• Secured credits up to 600000 $ for the bank through PR protocol delivery and excellent customer care to potential customers • Reduced the bank's annual losses by 10 % in one year via effective credit risk analysis • Led the commercial client team for three years • Developed and maintained professional rapport and provided consultancy to 14 small business bankers in developing product portfolios • Critically analyzed and re-formulated the bank's credit policies based on detailed financial credit and risk analysis stretched over a period of two years

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortdeveloped leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortDeveloped investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Program Manager / Product Development, Engineering IT (04/2005 — 02/2010) • Lead Engineering IT efforts focusing on customer satisfaction, business development, and effective resource management • Oversee Data Management Program comprised of Data Warehouse and Reporting Infrastructure and Data Mart Development • Lead and facilitate technical teams in gathering requirements and creating business cases for proper initiation of proposals • Develop and Conduct ROI and Cost / Benefit analysis for the requests within the Engineering IT portfolio • Design and implement Engineering IT department daily operations, policies, procedures, and direct staff workflow • Initiate projects, employee scheduling, project timelines, and budgets • Conduct management reviews, management program / project health reporting, and staff development initiatives • Create process for streamlining projects identification and prioritization within portfolio and programs • Manage internal team status reporting and dashboard management • Lead change control board (CCB) and Failure Review Board (FRB) for effective & coordinate program operations • Serve as Service Manager and Resource Manager for the program data management ensuring effective operations • Act as technical resource for Business Objects Reporting Infrastructure and Database administration • Design, develop, and deploy application suite for Mechanical Engineering Testing Solutions (METS) utilizing Oracle Database Application Express and Oracle 10g DaDevelop and Conduct ROI and Cost / Benefit analysis for the requests within the Engineering IT portfolio • Design and implement Engineering IT department daily operations, policies, procedures, and direct staff workflow • Initiate projects, employee scheduling, project timelines, and budgets • Conduct management reviews, management program / project health reporting, and staff development initiatives • Create process for streamlining projects identification and prioritization within portfolio and programs • Manage internal team status reporting and dashboard management • Lead change control board (CCB) and Failure Review Board (FRB) for effective & coordinate program operations • Serve as Service Manager and Resource Manager for the program data management ensuring effective operations • Act as technical resource for Business Objects Reporting Infrastructure and Database administration • Design, develop, and deploy application suite for Mechanical Engineering Testing Solutions (METS) utilizing Oracle Database Application Express and Oracle 10g Dadevelop, and deploy application suite for Mechanical Engineering Testing Solutions (METS) utilizing Oracle Database Application Express and Oracle 10g Database.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Harris Bank Wilmette (Wilmette, IL) 1992 — 2000 Assistant Vice President / Senior Personal Banker • Consistently exceeded sales goals through effective networking, cold calling, and other tactics • Developed working knowledge of all bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client account opening, closings, and modifications • Ensured bank compliance with all industry and legal regulations, policies, and procedures • Trained banking staff at multiple locations in industry best practices and software operation

A policy framework («Māori Potential») was developed by the TPK which informs and coordinates the Māori Affairs portfolio and the development and implementation of Māori public policy.

How To Set Access Policies For Mall Portfolios That Cross State Lines Schiller recommends that owners, with centers in many states, set access policies for individual states rather than developing a unifoPolicies For Mall Portfolios That Cross State Lines Schiller recommends that owners, with centers in many states, set access policies for individual states rather than developing a unifopolicies for individual states rather than developing a uniform code.