Sentences with phrase «as a financial advisor at»

working as financial advisor at Maybank..

I have also developed qualities such as attention to detail through my prior experience working as a financial advisor at Johnson Holdings, Inc. and as an accounting intern at Financial Future.

Not exact matches

On Thursday, central bank advisor Sheng Songcheng said at a finance forum in Beijing that he expects China's financial deleveraging to be less forceful next year as it has already achieved obvious results, Reuters reported.

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.

As co-founder at Cerulli Associates in the early»90s, he conducted some of the first research on fee - only financial advisors and the rise of indexing.

In an email sent out at the end of January to Raymond James employees, Reilly called a recent leaked White House memorandum supporting the DOL as «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goals.»

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.

Doug has worked as an editor at an international bond rating agency and a Canadian website for financial advisors.

Kirley joined Edward Jones in 1983 as a financial advisor and opened an office in Hillsdale, Mich., one of only seven offices in Michigan at the time.

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 your 20s, all stock index fund investments might seem like a fine idea, as short - term volatility matters less than long - term appreciation when a portfolio has decades to grow, says Phillip J. Deerwester, portfolio analyst and chief compliance officer at TGS Financial Advisors in Radnor, Pennsylvania.

Per a recent Financial Planning Association's (FPA) study [2], the cost of developing and building an initial financial plan is coming in at around $ 2,600 on average (which includes the cost of the advisor spending up to 13 hours interviewing the investor as a basis for tFinancial Planning Association's (FPA) study [2], the cost of developing and building an initial financial plan is coming in at around $ 2,600 on average (which includes the cost of the advisor spending up to 13 hours interviewing the investor as a basis for tfinancial plan is coming in at around $ 2,600 on average (which includes the cost of the advisor spending up to 13 hours interviewing the investor as a basis for the plan).

He questioned the financial and fiduciary relationships held by lawmakers to clients at law firms or when they work as investment advisors.

His parents were «not artsy», Dano has said, his father working as a financial advisor while his mother stayed at home to raise Dano and his sister.

In addition, she serves as an advisor to many boards including the Massachusetts Public Education Nominating Council, Lumina Foundation for Education, the Center for Policy Analysis at the American Council on Education, Educational Policy, and Journal of Student Financial Aid.

In addition, at this time, the DOT will ask project sponsors to submit the $ 250,000 [228] Advisors» Fees Upfront Payment to enable the DOT to hire outside financial and, as and when necessary, legal advisors to complete its review of the Advisors» Fees Upfront Payment to enable the DOT to hire outside financial and, as and when necessary, legal advisors to complete its review of the advisors to complete its review of the project.

Whether you're planning for retirement, thinking about life insurance options to protect those you care about, or looking at preneed insurance as a way to help make end - of - life arrangements easier on your family — talk to your advisor or agent today about how Global Atlantic can be part of your financial planning.

Hussein Sumar presents How a 401k Plan Increases your Savings Opportunities under the Economic Growth & Tax Tax Relief Reconciliation Act of 2001 (EGTRRA) posted at 401k, saying, «Many baby boomers who are nearing retirement and even young people who are interested in saving as much as they can for retirement visit their financial advisors each year to see how much they can contribute to their 401k plans for the current & upcoming tax years.

The funds performed quite abysmally (I don't know whether that had to do with the market at the time or the funds themselves) and about five years later I transferred my investments to a friend that had just received her license as a financial advisor.

«In much the same way investment advisors and the investment industry preach dollar - cost - averaging and investing small increments of money over a long period of time, as opposed to one lump sum of money all at once, I think that just goes to justify the benefit of taking the payments over the long run,» says Heath, «Especially if one didn't have a lot of financial aptitude.»

His previous experience includes serving as a senior equity analyst at Wasatch Advisors, where he was a generalist and a financial sector specialist supporting both domestic and international equity funds.

At that point I think many people would be better off engaging the services of a financial advisor even if only on an hourly as needed basis.

Collectively dubbed «robo - advisors,» companies such as Betterment, Personal Capital and Wealthfront have managed in just a few years to do what the financial industry has failed to accomplish during a couple of centuries: provide quality investment guidance at a cost accessible to most demographics.

And as luck would have it, Merrill and Bank of America offer its customers «unparalleled platforms, featuring industry - leading banking and investment solutions, and a level of wealth management service and resources that can't be found anywhere else,» Sieg adds in the memorandum, mentioning an advisor force of about 15,000, 4,500 «retail financial centers» and more ATMs than you can shake a big stick at.

«Often you'll have two kids, and one will be financially successful and one will be not as financially successful,» said Greg Rasmussen, an investment advisor at Manulife Financial in Muskoka, Ont., a popular cottage region.

DF: I think one of the big things that's really pushed ETFs is that it is a very unique proposition because it is the only asset management product that, regardless of your demographics, will allow you as a retail investor, a financial advisor or large financial institution to have access to the same tool box at the same annual cost.

«If a person or family does not have an understanding or does not have time to take care of their finances, seek professional help from a financial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester HillFinancial Advisors in Rochester Hills, Mich..

As a financial advisor, here's my two cents... If you're considering mutual funds for your Roth... make sure you look at what type of shares you're buying (A, B, or C).

Professionally speaking, Lauren began her career working with managed portfolios and investments in 1998, beginning as a junior associate at the financial advisor Homrich and Berg and later the hedge fund management company New Providence Advisors both of Atlanta.

The Mutual Fund Dealers Association of Canada (MFDA) will not stand in the way of financial advisors and member dealer firms who want to sell exchange - traded funds (ETFs)-- so long as they meet the requirements necessary to do so, according to senior members of the MFDA who spoke during a panel discussion at the Federation of Mutual Fund Dealers» annual conference in Toronto on Tuesday.

The following is a guest post from Nick Drzayich, an advisor at Eagle Capital Management where unique and innovative financial strategies such as Becoming Your Own Bank are taught.

GLG has hired David Solomon, former director of financial services at legal services innovator Axiom Global, to be GLG Law's first dedicated general manager, and David Perla, former president of Bloomberg BNA Legal and cofounder of legal - process outsourcing trailblazer Pangea3 (not to mention, Above the Law columnist), as senior advisor.

Steve Cole, Banking & Finance Partner at Blake Morgan, said: «We are pleased to have played a key role in this transaction, which further enhances our reputation as leading legal advisors on corporate and financial transactions in the region.»

Mediation differs from collaborative divorce in that the couple engages outside professionals, such as financial advisors or parenting plan advisors, or consulting for legal advice, as needed, rather than engaging a team at the start.

Callaly has shown his international adaptability throughout his career; as legal advisor at COPEX in Germany, he contended with a diverse caseload involving large - scale global financial solutions and wealth management.

As I stated in my previous article, How Much Life Insurance Should You Really Have, most financial advisors recommend you carry at least 7 to 20 times your annual income in life insurance to adequately protect your family.

Talk to any financial advisor and they'll say the most important thing at any point in your financial life is to pay off your debts and do so as soon as possible.

Contact your financial advisor, submit a notification, or call us at 800-272-2216 as soon as possible.

«With EstateWise ® Platinum, agents, banks and financial advisors can offer a dynamic life insurance product that doubles as an estate planning tool,» said Craig Simms, Senior Vice President and Chief Marketing Officer at Vantis Life.

In fact, we at JustBuryMe completely agree with most financial advisors when they recommend a quality term life policy as being one of the best options for someone considering life insurance.

I started my career 30 years ago as a personal financial advisor working at several of the largest Investment Banking firms in the world, having been formerly associated with Dean Witter and Smith Barney (both...

As you conclude, be sure to provide at least one form of contact for the hiring manager to reach you, in the case your cover letter is separated from your resume; as in the professional financial advisor cover letter sample, it does not need to be a command, but rather share the information in a confident manneAs you conclude, be sure to provide at least one form of contact for the hiring manager to reach you, in the case your cover letter is separated from your resume; as in the professional financial advisor cover letter sample, it does not need to be a command, but rather share the information in a confident manneas in the professional financial advisor cover letter sample, it does not need to be a command, but rather share the information in a confident manner.

Teacher — Duties & Responsibilities Teach college and graduate level mathematics from introductory courses to advanced Ph.D. level courses Design and implement dynamic, engaging materials to challenge and inspire students Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques Serve as academic and Ph.D. advisor offering personal and professional guidance to students Coordinate student schedules, activities, and departmental course offerings Build and strengthen professional relationships with faculty, staff, and industry leaders Represent the university with poise, integrity, and positivity Author and publish multiple text books and papers in applied mathematics Research finite element analysis in mathematical problems in engineering and applied sciences, actuarial and financial mathematics, computer simulations of engineering problems, and other specialized mathematics Speak at multiple colleges, universities, and industry gatherings (list available upon request) Serve as advisor and editor of papers authored by students and fellow professors Dedicated to the development of students and continued professional growth

We provide confidential therapy services for men and women who work in all different jobs and industries, such as airline pilots, police officers, corrections officers, federal agents, business executives, small business owners, therapists, lawyers, financial advisors, Wall Street bankers, entrepreneurs, accountants, doctors, stay at home parents, and many others that need help for a personal, family or relationship problem.

«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.

As a financial advisor, as well as a previous condo owner in San Diego and real estate investor, I would be happy to take a look at their situatioAs a financial advisor, as well as a previous condo owner in San Diego and real estate investor, I would be happy to take a look at their situatioas well as a previous condo owner in San Diego and real estate investor, I would be happy to take a look at their situatioas a previous condo owner in San Diego and real estate investor, I would be happy to take a look at their situation.

I am currently employed as a salaried financial advisor at a large company, but like many others in the corporate world, I am increasingly attracted to the idea of leaving the cubicle lifestyle, getting into the world of real estate, and achieving the American Dream, which to me entails traveling the world while I generate passive income from my rental properties.