Sentences with phrase «at a financial firm»

EPS numbers usually are the first thing investors and the media look for in a business's results — and whether the number beat expectations set by industry and sell - side research analysts at financial firms.

Zach Pandl, a strategist at the financial firm Columbia Management, expects the Fed to start raising rates next spring.

Risk managers at financial firms rate cyber risk as the number one concern across all risk management activities, not just IT risks.

New York 2014 is funded by five rich out - of - district contributors, all with key roles at financial firms.

The «next chapter» of former Staten Island Rep. Vito Fossella's life is unfolding at a financial firm in Midtown Manhattan that offers hedge fund - style investments to ordinary Joes, run by a high - flying, globe - trotting college dropout and former Austrian cop who hobnobs with celebs like former Soviet President Mikhail Gorbachev and «Desperate Housewives» star Teri Hatcher.

The sellers were William Tyree, a partner at financial firm Brown Brothers Harriman & Co., and his wife Katherine George, the records show.

Wald, 49, and Ramos, 45, worked at financial firms three floors apart in the WTC's North Tower but had never met before September 11.

Of course, that creates problems too, not least the incessant hand - holding, whether that be in the form of cursing out a trader at a financial firm or loudly lamenting the stupidity of a would - be participant to said participant — a situation common to all commodity markets, at least judging by the occasional bombast from the coal or weather desks.

When his weekend boxing matches in Mexico don't cut it anymore, he leaves his job at a financial firm and high - tails it to Philadelphia — ground zero for the legendary matches between Apollo and rival - turned - pal Rocky Balboa (Sylvester Stallone).

Sandy Bigelow Patterson is a mild mannered guy with an average job at a financial firm in Denver, CO..

Walter Schloss got his start doing clerical work at a financial firm and never went to college.

Systemic risk stems from a call on liquidity at financial firms that borrow short and lend long for their own accounts.

So, be aware of withdrawal provisions on your investments, both the formal ones listed in the prospectus or its equivalent, and the informal ones where ability to withdraw is suspended as a matter of fairness to all clients, and / or protecting a business at a financial firm (though risking lawsuits in the process).

Whether you're working at a financial firm, fashion company, or fast - paced startup, these tips will help you land a return offer.

How impressed do you think an employer will be about that part - time ice cream serving position you had at 17 when you are applying for an executive position at a financial firm?

Not exact matches

Treasury Secretary Steven Mnuchin said two weeks ago that the administration would ensure partners at services firms such as accounting, law and financial firms would not benefit from a new, lower pass - through rate.

The Goldman Sachs partner had spent much of his nearly 25 years at the firm orchestrating deals in the US's busiest financial hubs — New York and San Francisco — where the investment bank was entrenched in corporate boardrooms of the world's most important companies.

Having worked at traditional financial planning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial investors.

«At our client - appreciation events, I made sure that both the front - line team [of salespeople] and behind - the - scenes team [account managers] attended,» says business coach and inspirational speaker Nancy Brunetti, who built a successful financial firm with just 10 employees.

Engineers could leave Salesforce, and it would send the stock down 30 or 40 percent,» Joel Fishbein, managing director at financial services firm BTIG, told the Times.

In the lending world, the players at the upper end of the market include the banks and monoline firms, such as First National Financial, which issue mortgages but do not take deposits.

Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.

A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.

A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.

At the same time, says Mark McQueen, president and CEO of VC firm Wellington Financial, the «push to reduce the amount of money required to find out if a company can succeed» has placed more of an onus on tech startups to prove that their products have what it takes.

• Byline Bancorp, a Chicago - based financial firm, said it offered 5.7 million shares at $ 19 a piece, on the low end of its $ 19 to $ 21 a share range.

Jeffrey Carbone, Senior Partner at Cornerstone Financial Partners, said Apple remains a staple holding at his firm but that he has recently turned his attention to Apple suppliers including Skyworks Solutions, which he believes is undervalued.

In one example, SAS studied transactions of customers and text transcripts from call centres of a financial services provider, then looked at what individuals said about the firm through social media.

Billionaire investor Stephen Jarislowsky, whose firm manages $ 35 billion in assets, wrote an op - ed for the Financial Post that says higher taxes on capital gains would, «hammer another nail in the coffin for Canadian investments, particularly at a time when our economic outlook is already relatively weak.»

In a case of the proverbial cobbler's children being the worst shod, only 30 percent to 35 percent of financial advisors have a succession plan in place, David DeVoe, managing director and founder of San Francisco consulting firm and investment bank Devoe & Co., told attendees at Charles Schwab's IMPACT 2017 confab in Chicago.

«It's clear that the buyer wound up with something not quite what it thought it was buying,» says Kip Witter, a vice president at The Brenner Group, Inc., a Cupertino, Calif. - based financial management and advisory firm that works with Silicon Valley tech companies.

«At the end, I think that access to financial services will be limited for U.K. - based firms and therefore a number of companies will relocate to the continent,» Darvas said.

«Small banks are definitely the driver of small business,» says Joshua Siegel, founder and managing principal at StoneCastle Partners, a financial firm that invests in community banks and is based in New York City.

Goldman Sachs recently hosted a conference call with Steve Kotran, partner and head of the financial advisory practice at the law firm Sullivan & Cromwell, and discussed some of the emerging risks to the M&A business.

Jim Rickards, chief strategist at Meraglim, a financial analytics firm, views Bitcoin with equal fatalism.

Peter Holmes is president and creative director at Toronto's Reason Partners, an advertising and marketing firm that has worked on everything from consumer goods and financial services to political campaigns, including the Conservative Party's 2008 election campaign.

«A lot of my job is ensuring clients don't pay too much for investments,» says David Christianson, a financial adviser at Winnipeg - based private financial services firm Wellington West.

Apple turned to tax avoidance experts at the law firm Appleby for that advice, according to emails disclosed in a huge leak of financial documents known as the Paradise Papers, the New York Times and BBC reported on Monday.

A group of former wrestlers - turned financial gurus who have worked at some of America's top financial firms have pooled their own money with charitable donors» to grant larger cash prizes to wrestlers who win Olympic medals, The New York Times reports.

On March 28, after a seven - year investigation, the RCMP's commercial crime section filed criminal charges against three of the firm's principals: former CEO Daniel Potter, who built the software developer into a TSE - listed firm with a market value of $ 100 million at the height of the dot - com bubble; Halifax securities lawyer Blois Colpitts, 48, a former director and the firm's legal adviser; and Bruce Elliott Clarke, a 65 - year - old former broker with National Bank Financial.

Half of those surveyed believe, «It is difficult to make career progression at my firm without being flexible on ethical standards,» and that «being too rigid over ethical standards will make my firm less competitive,» and «it is not realistic for everyone working in the financial services industry to adhere to ethical standards at all times.»

For example, both Wescott Financial and Mariner Wealth Advisors / FirstPoint have created separate brands to attract emerging mass affluent and train younger advisors at their firms.

Mark McQueen, president and CEO of venture firm Wellington Financial in Toronto, recalls asking Balsillie at a conference a few years ago about what RIM was doing to help grow the tech scene in the region.

«If you have more diversity you have better financial performance,» says Theresia Gouw, one - half of the founding team of Aspect Ventures, the norm - breaking VC firm at hand (the other founder is Jennifer Fonstad).

Both approaches have been deployed at Motley Fool, a financial services firm in Alexandria, Va., credited with being on the avant - garde of workplace wellness.

Ideally, benefits of this special 8 (a) program to the protà © gà © firm — which can have only one mentor at a time — will include technical and management assistance; options to enter into joint - venture business agreements with mentor firms to compete for government contracts; financial assistance in the form of equity or loans; and qualification for other SBA assistance programs.

You want to find a firm that provides you with adequate services at a rate that makes financial sense.

«They believe in creating a comprehensive plan — and following that plan,» says Anne - Marie Laboe, executive vice president at Bernard R. Wolfe & Associates, Inc., a financial planning firm in Chevy Chase, Md. «They don't invest in the latest fad or «hot tip».»

The preliminary U.S. Manufacturing Purchasing Managers» Index for September will be released by financial data firm Markit at 9:45 a.m. ET.

Healthcare and financial services firms were particularly heavily targeted, and 3.5 % of respondents to the survey said lives had been at stake.