Sentences with phrase «as financial advisor»

I'll shoot you a colleague request, I'm interested in learning more about your day job as a financial advisor - currently seeking out an advisor in the Phoenix area.

As a financial advisor am I willing to pay for a corporate membership?

Jones Lang LaSalle Securities LLC served as financial advisor to Steadfast, while Morris, Manning & Martin LLP served as its legal counsel.

Before that, he spent 10 years as a financial advisor and Certified Financial Planner.

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 situation.

Captec considered a number of options, including going private, but as early as January it hired UBS Warburg LLC as its financial advisor in connection with a possible sale.

BofA Merrill Lynch is acting as financial advisor, and Hogan Lovells and Burr & Forman LLP acted as legal advisors to Colonial Properties Trust.

Steve Kohn, Dave Karson, Chris Moyer and John Spreitzer of Cushman & Wakefield's Equity, Debt & Structured Finance group served as financial advisor to an affiliate of Abbell Associates, which developed the property in 1959 and has owned it since.

The Cypress Group acted as the financial advisor for the seller in the deal.

As a financial advisor Dawn takes a life plan approach to financial planning incorporating all areas such as retirement and estate planning, risk management, college funding and wealth management.

One unique feature of collaborative divorce is the frequent use of neutral professionals — such as a financial advisor, divorce coach, or custody evaluator — to deal with both parties» financial, emotional, or custody / visitation issues.

As a financial advisor for 16 years, she saw a real need to increase women's confidence.

The functional resume will serve you well if you've been self - employed as a financial advisor and are now looking for employment, or if you have other employment gaps that could trigger a negative impression.

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.

Financial advisor resume objective 1: To work in a reputed company as a financial advisor because I am sure that my exceptional qualifications, my aptitude for finance and my sound decision making capabilities will be well utilized in this job.

Finance resume objective 1: Looking for a challenging position as a financial advisor where I can use my -LSB-...]

Looking for a challenging position as a financial advisor where I can use my exceptional communication and interpersonal skills, grasp of financial matters and expertise in bringing good business to be a valuable team player in the success of your organization.

Investments, utilizing over 12 years experience working as a financial advisor and strong ability to provide investment and portfolio management advice to clients.

Entry level financial analyst with two years experience as a financial advisor.

BofA Merrill Lynch acted as the financial advisor to PayPal.

LLC acted as the financial advisor to Synchrony Financial.

Spotify has retained Morgan Stanley as its financial advisor and Citadel Securities as the company's designated market maker (DMM).

LLC, as our financial advisor («Morgan Stanley»), in order for the DMM to effect a fair and orderly opening of our ordinary shares on the NYSE, without coordination with us, consistent with the federal securities laws in connection with our direct listing.

From 2000 to 2004, he worked as a financial advisor, specializing in retirement planning and earned his Series 7, Series 66 and insurance licenses.

John Lynch serves as financial advisor to the firm's managing committee and is a practicing member of the Finance and Business Transactions Practice Groups.

BofA Merrill Lynch served as financial advisor, Kirkland & Ellis served as legal counsel, and Ernst & Young provided accounting advice to Madison Dearborn.

Credit Suisse acted as financial advisor to Aleris.

Deutsche Bank is acting as financial advisor and Jones Day is acting as legal advisor to the Management Board of GfK.

Metzler Corporate Finance is acting as financial advisor and White & Case as legal advisor to the Supervisory Board of GfK.

I mean, essentially some of you define as what I see as a financial advisor, 90 % of our clients are securities licensed.

UniCredit served as the financial advisor of Laško and of the selling group.

The initial share purchase agreement between FNI, GTH and VimpelCom was signed on 18 April 2014, following extensive negotiations involving Shearman & Sterling and FTI Consulting as a financial advisor, and other law firms involved.

The underwriters were J.P. Morgan Cazenove and Deutsche Bank AG, London Branch (represented by Freshfields Bruckhaus Deringer LLP) and Rothschild acted as financial advisor to BTG.

In the six years before the equitable distribution hearing, the husband earned between $ 360,000 to $ 900,000 per year as a financial advisor.

Is Spector moonlighting as a financial advisor with inside tips on where to park your excess cash?

He has also acted as financial advisor to a number of not for profit organisations around financial management and governance.

Reading International, Inc. (NASDAQ: RDI) announced on Friday that it has retained Macquarie Capital Advisors Limited as a financial advisor with respect to the sale of its largest development parcel, Burwood Square, in Melbourne, Australia.

There's only one thing you as a financial advisor can do about this, and that's to grow new brain cells, learn how to better manage money, and then stop selling them.

As a financial advisor I do advise my client to invest in mutual funds along with other options, but I also disclose up front before they invest a dime about the MER's and how they work; I also disclose the options of DSC and No - Load funds.

For our services as financial advisor to the Company, if a Transaction (as defined in the Engagement Letter) is successfully completed we will receive an additional larger fee.

We are acting as financial advisor to the Board of Directors of the Company (the «Board») in connection with its consideration of the Offer and pursuant to an engagement letter between the Company and RBC dated January 13, 2009 (the «Engagement Letter»).

The stories in the book mostly stem from the author's experience as a financial advisor / planner in Maryland.

I have seen their literature it appeals to me as a financial advisor not licensed to sell securities having cleints always coming in and asking for these products.

Along with his experience and understanding of your situation, he has multiple licences with a previous career as a financial advisor.

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).

The goal of the exercise was to see if investors would succumb to a smooth - talking, good - looking salesperson and hire him as a financial advisor.

After spending 15 minutes with each person, all but one of the investors were ready to hire the DJ as their financial advisor.

As any financial advisor will tell you, a savings of just a percent or so on your loans can yield a huge decrease in the total interest paid over the course of time.

The special committee retained Piper Jaffray & Co., a nationally - recognized investment banking firm, as its financial advisor.

This past December the company announced that Lazard had been retained as a financial advisor for a review of the possible sale of part or all of the company.