Sentences with phrase «genuity as financial advisor»

LLC served as financial advisors, and Sullivan & Cromwell LLP and Stibbe served as legal advisors to Spirit.

UBS served as a financial advisor to Medopad, overseeing the deal.

Goldman Sachs and Lazard are acting as financial advisors to Genworth.

Citigroup and Willis Capital Markets & Advisory are acting as financial advisors to China Oceanwide, according to the statement.

As financial advisors, we pride ourselves on being the voice of fiscal reason for our clients.

Lazard and Allen & Company served as financial advisors to Aetna.

Barclays and Goldman Sachs served as financial advisors to CVS and Centerview Partners provided financial advice to the CVS board.

Evercore served as financial advisor to Aetna's board.

As a financial advisor for more than 20 years, I've seen that newly found wealth can make us irrational.

J.P. Morgan Securities is acting as financial advisor to Celgene on the transaction, while Morgan Stanley is acting as Juno's advisor.

David has served as a financial advisor to several food companies during his career, and anticipates that we will see many more.

Riot Blockchain announced Tuesday it raised $ 37 million in gross proceeds from subscription agreements with accredited investors for Riot shares, with Canaccord Genuity as financial advisor.

As financial advisors, it's our job to make sure our clients understand the type of returns to expect, depending on the level of risk they accept when they invest.

Morgan Stanley served as financial advisor to Deutsche Telekom.

Evercore is acting as financial advisor to a committee of independent directors of T - Mobile and rendered a fairness opinion, and Latham & Watkins is providing legal counsel to the committee of independent directors.

J.P. Morgan is also acting as a financial advisor to Sprint.

J.P. Morgan, Paul J. Taubman, and Barclays Plc acted as financial advisors to Comcast and Davis Polk & Wardwell LLP and Willkie Farr & Gallagher LLP are its legal advisors.

Mizuho Securities Co., Ltd. and SMBC Nikko Securities Inc. are acting as financial advisors to SoftBank Group.

PJT Partners is acting as financial advisor to T - Mobile and rendered a fairness opinion to its Board of Directors.

BofA Merrill Lynch is acting as financial advisor to Loblaw for purposes of this transaction and delivered an opinion to Loblaw's Board of Directors as to the fairness, from a financial point of view, of the consideration to be paid by Loblaw in the transaction.

Centerview Partners LLC is acting as financial advisor to the Independent Transaction Committee of the Board of Directors of Sprint.

The RichLife advisor Beau Henderson shares his professional journey as a financial advisor and ideas on money and happiness.

«As a financial advisor, who is a value investor, when I identify a sector or region or financial instrument that is undervalued, I then search for the best active value manager with a proven track record net of fees to execute that strategy.

Prior to joining Halbert Hargrove in 2012, James worked as a financial advisor with Citi Personal Wealth Management as well as Edward Jones Investments.

Guggenheim Securities, LLC is a broker dealer registered with the United States Securities and Exchange Commission and is acting as financial advisor to Pfizer and no one else in connection with the proposed transaction.

BofA Merrill Lynch and Scotiabank Global Banking and Markets acted as financial advisors to Recurrent Energy on the transaction.

Brian came to Buckingham Strategic Wealth in 2012 after serving as a financial advisor for Edward Jones.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

Lazard and Allen & Company LLC are serving as financial advisors to Aetna and Evercore is serving as financial advisor to Aetna's Board of Directors.

Credit Suisse, Goldman Sachs, and Royal Bank of Canada are acting as financial advisors to Cerberus.

Barclays and Goldman Sachs are serving as financial advisors to CVS Health, and Centerview Partners also provided financial advice to the CVS Health Board of Directors.

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience.

He enjoys serving as a financial advisor to a broad range of clients and utilizing SBA lending programs that best meet their corporate profile and financial goals.

We provide frequent communication, encouraging the kind of open exchange that builds confidence in us as financial advisors and that fosters peace of mind for you.

He started his career as a financial advisor with A.G. Edwards & Sons in 2001.

BDT & Company, LLC, BofA Merrill Lynch and BMO Capital Markets are acting as financial advisors to Fairfax, and Shearman & Sterling LLP and McCarthy Tetrault LLP are acting as legal advisors.

«I've dedicated the past 20 years of my life — first as a financial advisor and now as a financial educator — to providing objective financial advice to millions of Americans via my books, seminars and media appearances,» Bach said in a statement.

As soon as he returned from Iraq, he resumed his career as a financial advisor.

Our knowledge and accountability as a financial advisor can help you take the necessary actions to meet your goals.

LLC is serving as financial advisor and Faegre Baker Daniels LLP is serving as legal counsel to BWW.

Barclays is serving as financial advisor and White & Case LLP is serving as legal counsel to ARG.

Evercore Group LLC acted as financial advisors to Virgin America.

Reach out to professionals that can help you with certain areas of business, such as financial advisors and lawyers.

But as financial advisors who broach the subject of emergency funds to their clients discover, that's easier said than done.

«It has become increasingly common over the past few decades for insurance producers, like broker - dealers, to recast themselves as financial advisors or retirement planners in order to attract clients seeking objective, professional advice about their retirement and other investments,» the CFA says.

Kirkland & Ellis and Klehr Harrison Harvey Branzburg are serving as VER's legal counsel, with AlixPartners as its restructuring advisor and PJT Partners as its financial advisor.

Barclays Capital Inc. served as financial advisor to MTGE Special Committee, and Cooley LLP served as legal counsel.

Amy Wasser joined Edward Jones as a financial advisor in 1999 in Pleasant Hill, Calif., where she continues to partner with individual investors today.

He has over 26 years of industry experience as a financial advisor.

Ithmar Invest acted as financial advisor and arranger to Classic Fashion Apparel Industry.