Sentences with phrase «as financial consultant»

For the past several years, Scion has served as financial consultant to DPSH, the project's non-profit owner, in fulfillment of bond covenants.

I also wonder why he left the real estate business after 14 years to work with Investors Group as a financial consultant.

A long story short, I did feel very confident in my Noteworthy resume, and I was offered a position as Financial Consultant at XYZ.

I am confident that I fit into the job description as mentioned in the advertisement due to my experience of more than 4 years as a Financial Consultant specialized in federal tax laws.

Since 2004 working as a Financial Consultant in the Consumer Markets of CAD FINANCIAL Advisors, Princeton, NJ and is responsible for the following:

I have worked for more than 3 years as financial consultant with companies that have that are mainly in providing solutions and consultant services in company taxations and other related federal regulations.

The candidate in this resume is an economics graduate with specialization in business with good experience as financial consultant and customer service personnel.

Resume Example for finance professional with job experience as Financial Consultant.

Career Objective — Exceed all firm's expectations and using experience and skills obtained through working in the field as financial consultant.

Working as a financial consultant with the following responsibilities and duties: mainly responsible for providing consulting service to the clients and customers on account, audit, project management service, and so on; responsible for financial reporting, planning and preparing various policies and plans; developing new methods for analyzing financial data; responsible for handling different financial projects; providing advices to the clients for the investment

Worked as a financial consultant and handled all the responsibilities of this position efficiently; handled various duties like: evaluating financial investment opportunities, analyzing financial reports and statements, providing suggestions and advices on probable investment opportunities, providing training to the clients and employees; compiled financial documents and prepared financial statements; handled accounts payable and receivable; maintained a good rapport with the clients

We had a school reunion and one of our friends Sidhardh, who is now working as a financial consultant was also part of the reunion meeting.

As a financial consultant to small minerals - exploration companies, he was mindful of how wrong estimates of the size of Borneo gold deposits lay behind the 1997 Bre - X Minerals scandal.

Prior to that, he spent a year in Colombia serving as a financial consultant to the Ministry of Finance and Public Credit.

Sally, a young Indonesian Chinese woman working as a financial consultant, was one of the victims and shared her experience with the global community:

In 2001 she started to write in her free time while continuing her day job as a financial consultant in the Mergers & Acquisitions group of Price Waterhouse Coopers.

His son Matthew (Stiller) from the third wife was the success story, making millions in Los Angeles as a financial consultant to Hollywood celebrities.

But by 1994, he suddenly and mysteriously disappeared from the political scene — before reinventing himself as a financial consultant who used his political connections to secure lucrative government deals for clients.

He had found a job as a financial consultant trainee at Merrill Lynch and was studying for the Series 7 exam, the test aspiring stockbrokers must pass before they're allowed to sell securities.

Mr. Aronoff began his career at Shearson Lehman Brothers as a financial consultant.

He also served as the financial consultant for Spike TV's show, Life Or Debt.

We also cover topics like knowing the differences between stockbrokers (also known as financial consultants, financial advisers) and investment advisers — differences most individual investors may not know.

As described more fully below, the collaborative process is uniquely suited to provide support to the divorcing couple from licensed mental health professionals with special training in collaborative divorce, as well as financial consultants with specific training in both the collaborative process and the finances of divorce.

Not exact matches

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

The charges against Gates and Manafort stem from their financial dealings and their work as political consultants for Ukraine's pro-Russia Party of Regions and former Ukrainian President Viktor Yanukovych.

Volumes of research from global consulting firms coupled with my own experiences as a business owner and consultant point to the fundamental belief that there is a distinct correlation between culture and financial performance.

If you need help building your first business plan or financial model, it's getting easier and easier to find what you need, as well as connections to peers and investors, without an expensive business consultant.

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

But after using Personal Capital's tools for two and a half years, meeting the advisors, and interacting with the leadership team over the past six months as a consultant, I'm confident their financial advisory service can help certain people.

Kit is a University of Delaware alum and holds designations as a Chartered Financial Consultant (ChFC) and Accredited Estate Planner.

It serves consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial 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.

Although I tried hard to stay retired, I was given an offer to join Personal Capital, a financial tech startup as a consultant for 25 hours a week.

After leaving the White House, Summers's decision to work as a consultant for financial - sector clients such as Citigroup and the hedge fund company D.E. Shaw have added to that image.

Thus, the «success» of diversification strategies was confused with luck during these times and such a strategy even provided incompetent financial consultants with a cover of credibility as it empowered them with an undeserved veneer of competency.

The same is true of financial advisers and financial consultants, if those are the titles that your broker uses, as well as financial planners and insurance agents who sell products on commission.

The reason commercial investment firms and commercial banks all over the world, no matter if they are located in Cologne, Madrid, Reykjavik, Buenos Aires, New York, London, Wellington, Melbourne, Toronto, Vancouver, Montreal, Shanghai, Kunming, Hong Kong, Singapore, or Nairobi try to convince all clients to embrace diversification strategy as an essential part of their wealth building plan is not because it actually works, but because it covers up the weaknesses and flaws of an unqualified financial consultant.

He attributes that success to working with his customers as a consultant with the objective of determining which financial products best meet the customers» needs and financial circumstances.

Instead, they promote themselves as «financial advisers» or «financial consultants,» which sounds like the same thing.

Work closely with your financial consultant as you build a comprehensive retirement income plan to determine whether these annuities are appropriate for your personal situation.

William worked as a Senior Financial Consultant for a Fortune 500 bank before he started his own independent practice as a financialFinancial Consultant for a Fortune 500 bank before he started his own independent practice as a financialfinancial adviser.

Founded in 1852, Wells Fargo offers financial services both domestically and internationally, and has hired for remote jobs such as valuation specialist, business system consultant, business liaison consultant, instructional design consultant, and cloud security system architect.

He has over 20 years of experience in the insurance and financial services industry and has served as a planned giving consultant for multiple charitable organizations.

Tracy has earned the financial industry's top credentials as a Certified Financial Planner ™ (CFP ®) and Chartered Financial Consultanfinancial industry's top credentials as a Certified Financial Planner ™ (CFP ®) and Chartered Financial ConsultanFinancial Planner ™ (CFP ®) and Chartered Financial ConsultanFinancial Consultant (ChFC).

She brings home an average $ 7,222 per month, but has grown tired of her very competitive business as an independent financial services consultant and of trying to live on fluctuating income.

Matthijs Johan Lek has had over twenty years of experience in finance and investment banking in leading financial institutions.His team includes knowledgeable traders and consultants with significant roles in the cryptocurrency community as well as accomplished architects and experts of traditional stock exchanges from various countries.

-LSB-...] been over two months since I started consulting at a financial tech startup and I've now got to make a decision to lobby for a permanent spot, stay on as a consultant -LSB-...]

«Companies need to make tracking cash flow a priority, and cash flow projections are a big part of that,» said Harris, who works as a strategic adviser and financial consultant to many small businesses.

It's no surprise that the research found small businesses list accountants as their top choice for strategic financial advice, easily beating out consultants, bankers and others.

A graduate of the ICMA Centre in Reading (UK), he has worked in financial markets in various capacities since 2001: as a technical analyst, portfolio manager, trading system developer and consultant.