Sentences with phrase «integrated financial planning services»

Integrated Financial Planning Services Interactive Brokers InterCarolina Financial Services, Inc..

Not exact matches

That same day, LINE Corporation, the company behind the LINE messaging app, which is one of the most widely used in several Asian countries, revealed plans to integrate a new range of «financial services, including a place to exchange and transact virtual currencies, loans, and insurance,» into the app itself.

We take an integrated approach to financial planning, investment management and tax services.

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

Ropes Wealth Advisors seeks to enhance the wealth and legacy of individuals, families and the institutions it serves, offering investment management and financial planning services that are customized and unbiased and seamlessly integrated with a client's overall wealth management goals and strategies.

With respect to wealth management, APEX applies an integrated approach that includes financial planning, investment portfolio management, and financial services tailored to clients.

We have provided integrated investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans.

Integrated service areas The team deliver a comprehensive range of services across six integrated service areas: Business support (including healthcare and financial control); campus support (which deals with things like emergency response and CCTV; catering; customer service; housekeeping; and property services (covering issues like maintenance, space planning and energy maIntegrated service areas The team deliver a comprehensive range of services across six integrated service areas: Business support (including healthcare and financial control); campus support (which deals with things like emergency response and CCTV; catering; customer service; housekeeping; and property services (covering issues like maintenance, space planning and energy maintegrated service areas: Business support (including healthcare and financial control); campus support (which deals with things like emergency response and CCTV; catering; customer service; housekeeping; and property services (covering issues like maintenance, space planning and energy management).

Our financial planning services help you maximize wealth by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success.

Our wealth planning services help you maximize wealth by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success.

Jamie Golombek works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, CIBC Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.

Our financial planning services team helps you by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success.

We have provided integrated investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans.

Adaptations employ a diverse portfolio of planning and practices that combine subsets of • Infrastructure and asset development • Technological process optimization • Institutional and behavioral change or reinforcement • Integrated natural resources management (such as for watersheds and coastal zones) • Financial services, including risk transfer • Information systems to support early warning and proactive planning Although approaches vary according to context and the level of government, there are two general approaches observed in adaptation planning and implementation to date: top - down and bottom - up.

Solar Power As Service Building Integrated Solar Power Tiles Now Available With SunRun Solar - as - Service Program Residential Solar Power Without Buying the Panels: Helio Green Energy Plan All The Benefits of Solar PV Without the Financial Risk: The Solar Power as Service Model More on Solar Power, Home Wind Turbines & Micro-Hydroelectric Power on Page 2

The plan is to integrate exchange support for more types of cryptocurrency, beyond bitcoin and ether, then someday enable financial services through prospective partners like Salt Lending, which offers cryptocurrency loans.

Together, they plan «to create «ready to integrate» solutions for financial services clients,» announced Deloitte in an earlier press release.

Tags for this Online Resume: Digital Marketing, Sales, Account Management, Events Marketing, General Advertising, Financial Services, Creative Management, Integrated Marketing Plans, Client Services, Business to Business, Market Research, Business to Consumer, Boston, Metro North, Product Marketing, Presentations, Reporting

Tags for this Online Resume: Insurance, Financial, Financial Reporting, Hub, Integrate, Planning, Banking Industry, CFO, Professional Services, Services

Tags for this Online Resume: Brand Management, Advertising, Content Marketing, Marketing Operations, Marketing Management, Messaging, Communications, Financial Industry, Management, Leadership, Budget Management, Strategic Marketing, Strategic Planning, Integrated Marketing, Agency management, Rebranding, B2B Marketing, Financial Services Marketing, Executive Communications, Internal Communications, Marketing Strategy, Change management

Tags for this Online Resume: integrated marketing communications, financial services marketing, direct marketing strategy, print, outdoor, in store, POS, web, segmentation, cooperation with advertising agency, printing company, credit card, consumer credit, insurance, internal communications, campaign development, budgeting, strategic and tactical planning, promotions, project management, account management, new product launch, development, market, competitor analysis, monitor efficiency, campaign follow - up, test campaigns, excellent interpersonal skills, creative problem solving skills, ability to manage multiple tasks, MS Office

Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner

Health and psychological care are integrated with the best possible combination of services such as: housing, home care services, socialization programs, financial and legal planning.