Sentences with phrase «partners as its financial advisor»

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.

Not exact matches

Perella Weinberg Partners and Credit Suisse were financial advisors to Henkel, while Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

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

A dedicated partner and results - driven executive, Paul Roman has spent more than a decade at American Express Canada as a trusted advisor to companies coast to coast, helping them solve their financial challenges, attract new customers, and grow their businesses.

Director, Scripps Translational Science Institute; Chief Academic Officer, Scripps Health; Professor of Genomics, The Scripps Research Institute, La Jolla, California; Editor - in - Chief, Medscape Disclosure: Eric J. Topol, MD, has disclosed the following relevant financial relationships: Serve [d] as a director, officer, partner, employee, advisor, consultant, or trustee for: AltheaDX; Biological Dynamics; Cypher Genomics (Co-founder); Dexcom; Genapsys; Gilead Sciences, Inc.; Portola Pharmaceuticals; Quest Diagnostics; Sotera Wireless; Volcano Received research grant from: National Institutes of Health; Qualcomm Foundation

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

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

Guggenheim Securities, Goldman, Sachs & Co., Centerview Partners and Moelis & Company are serving as Pfizer's financial advisors for the transaction, with Wachtell, Lipton, Rosen & Katz, Skadden, Arps, Slate, Meagher & Flom LLP and A & L Goodbody acting as its legal advisors.

Rich Best has spent more than 30 years in the financial services industry, as an advisor, a managing partner, directors of training and marketing, and now as a consultant to the industry.

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.

Woodside Capital Partners International LLC acted as the exclusive financial advisor to ObjectVideo, Inc., a technology and solutions company, on the sale of substantially all of ObjectVideo's business, including its products, technology portfolio and engineering team, to Alarm.com, the leading platform for the connected home and business.

The following month, the company closed a deal with Lightyear Capital for the purchase of Financial Network Investment Corporation, Multi-Financial Securities Corporation, and PrimeVest Financial Services, which along with ING Financial Partners, Inc., collectively did business as ING Advisors Network.

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

As a mining analyst early in his career, and as an investment advisor and partner at Leede Financial for 6 years, Farhan has developed impressive relationships with financial institutions and public companies alikAs a mining analyst early in his career, and as an investment advisor and partner at Leede Financial for 6 years, Farhan has developed impressive relationships with financial institutions and public companies alikas an investment advisor and partner at Leede Financial for 6 years, Farhan has developed impressive relationships with financial institutions and public companiFinancial for 6 years, Farhan has developed impressive relationships with financial institutions and public companifinancial institutions and public companies alike.

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning.

In the past, so - called recharacterizations of Roth conversions have acted as an important «check - and - balance» for helping clients decide whether moving money between IRAs was a good idea, points out Leon LaBrecque, managing partner of LJPR Financial Advisors in Troy, Mich., which manages nearly $ 800 million.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

The goal is to inform investors on what to expect and insist on from a financial advisor, as well as help them find, screen and evaluate an advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to other users receiving similar services, and how much the investor could save in each account over the long term by switching advisors.

In response to First Solar's statement, SunPower confirmed that it will coordinate with First Solar on this review of the yieldco, with SunPower CEO and president Tom Werner stressing: «We will work with our financial advisors to evaluate all alternatives for our investment in 8point3, including a potential replacement partner for First Solar, as we believe 8point3 can continue to benefit from owning long - term, high quality renewable assets.»

The Group's storm ® platforms provide «mission - critical communications» to a blue - chip client base of utilities, travel, financial services and retail organisations, as well as government and public - sector bodies This announcement appears as a matter of record only Redwood Technologies Receives # 25m Minority Investment from Scottish Equity Partners Customer due diligence advisor to Redwood Technologies Group: Technology due diligence advisor to Redwood Technologies Group: Legal advisor to Scottish Equity Partners: Legal advisor to Redwood Technologies Group:

(1) an interest in the individual holdings within a mutual or common investment fund; (2) an interest in securities held by an educational, religious, charitable, fraternal, or civic organization in which the judge or the judge's spouse, domestic partner, parent, or child serves as a director, an officer, an advisor, or other participant; (3) a deposit in a financial institution or deposits or proprietary interests the judge may maintain as a member of a mutual savings association or credit union, or similar proprietary interests; or (4) an interest in the issuer of government securities held by the judge.

(B) A judge shall not serve as an officer, director, manager, general partner, advisor, or employee of any business entity except that a judge may manage or participate in: (1) a business closely held by the judge or members of the judge's family; or (2) a business entity primarily engaged in investment of the financial resources of the judge or members of the judge's family.

You can think of GuideVine as a sort of dating website, but with financial advisors instead of potential romantic partners.

The WandX team is supported by a broad range of influential advisers and partners, such as financial services expert Raghuttama Rao, blockchain pioneer Bryan Feinberg, management advisor Ramesh Srinivas, data scientist and ICO adviser Nagu Thogiti and fintech entrepreneur Yogesh Gaikwad.

Your CFO resume must connect the dots from tactical details, such as financial reporting or systems, to strategic advisor and CEO partner.

Developed and maintained close relationships with assigned internal partners, such as Mortgage Loan Originators, Business Banking Officers, Cash Management Officers, Financial Advisors and Commercial Banking Relationship Managers

Worked with banking partners such as: financial advisors, business bankers, underwriters, and mortgage officers to satisfy customer needs that extended past the means of the banking center.

Passionate and pragmatic C - Level Financial / Operations Executive who serves as a strategic business partner and advisor to senior leadership team to advance culture, drive strategy implementation, improve organizational brand, and create value without disrupting operations.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England 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 Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England 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 Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England 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 Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England 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 Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

You may need the expert assistance of a Financial Neutral — A Financial advisor who can assist your and your spouse or partner as part of the process.

M3 Capital Partners served as the exclusive financial advisor to Archstone on this transaction.

«A lot of European businesses were family - owned or controlled, and the feeling was if the business went bust, you at least had the real estate,» says Mike McNamara, a partner with Ernst & Young Real Estate Group in London, who has served as a corporate financial advisor on several European transactions.

From October 1984 to July 2004, Mr. Nolan held various financial positions with AEW Capital Management, L.P., a national real estate investment advisor, and from 1998 to 2004, he served as Head of Equity Investing and as President and Senior Portfolio Manager of The AEW Partners Funds.

Accord Capital Partners served as the exclusive financial advisor in this acquisition.