Sentences with phrase «banks as a financial advisor»

And it's not likely your bank will present any choices other than their own, says Allen Katz, a certified financial planner in Staten Island, New York, who previously worked in banks as a financial advisor.

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.

Bank of America Merrill Lynch acted as financial adviser to the Permira Funds and provided committed financing; Fried, Frank, Harris, Shriver & Jacobsen LLP and Clifford Chance LLP acted as legal advisor to the Permira Funds.

BofA Merrill Lynch and Scotiabank Global Banking and Markets acted as financial advisors to Recurrent Energy on the transaction.

Recipient advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard & Urrutia

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

Credit Suisse, Goldman Sachs, and Royal Bank of Canada are acting as financial advisors to Cerberus.

If you are looking for a HELOC, sit down with a financial advisor or a trusted bank representative and discuss all aspects of the transaction in as much detail as possible.

BofA Merrill Lynch and UBS Investment Bank acted as lead financial advisors to Alaska Airlines on the transaction.

Morgan Stanley Public Finance, the firm's municipal banking team, coordinated a comprehensive pre-pricing marketing effort that leveraged the Morgan Stanley Institute for Sustainable Investing, Wealth Management Financial Advisors, as well as Institutional sales teams and syndicate desks in New York and London.

Any mentioning, if any, in a Publication of the risks pertaining to a particular product or service may not and should neither be construed as a comprehensive disclosure nor full description of all risks pertaining to such product or service and the Saxo Bank Group strongly encourages any recipient considering trading in its products and services to employ and continuously consult suitable financial advisors prior to the conclusion of any investment or transaction.

Stathis gained also significant experience in the Investment Banking and Large Corporate & Structured Finance units of Piraeus Bank, as financial advisor in M&A and Capital raising projects.

As a SunTrust Robinson Humphrey client, you will find that we are focused on becoming your company's trusted strategic and financial advisor through a highly personalized approach and integrated corporate and investment banking platform, which focuses on putting your company's needs above all else.

BDT & Company, AFW LP, J.P. Morgan Securities LLC and Bank of America Merrill Lynch also acted as financial advisors to Keurig with Skadden, Arps, Slate, Meagher & Flom LLP serving as legal counsel and McDermott Will & Emery LLP serving as tax counsel.

Los Angeles, CA — July 27, 2015 — First Beverage Financial, the investment banking arm of First Beverage Group, today announced that it acted as the financial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies inFinancial, the investment banking arm of First Beverage Group, today announced that it acted as the financial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies infinancial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies in the USA.

HSBC Bank plc («HSBC») is acting as financial advisor to Jahwa Group.

Ben Carlson has delivered speeches to investors, financial advisors, banks, college students and institutional investors all across the country, as well as in Europe.

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

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.

The mutual fund newsletter was meant to be a clear online collaborative where both fundcos can get their news, information and release created or amplified to an important Canadian financial consumer base and to and through The Advisor Channel where the independent mutual fund advisors and representatives sell all or most funds and serves the client directly as opposed to a common retail bank mutual funds system.

A Mutual Fund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokers.

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.

Our committee consists of CPAs, Certified Financial Planners as well as a registered investment advisor and banking, legal and fundraising professionals.

Investment banking firm Sperry, Mitchell & Company initiated the transaction, assisted in the negotiations, and served as exclusive financial advisor to Beefeaters.

As an active litigator, Ben focuses on complex litigation, including the defense of financial services firms (broker - dealers, registered investment advisors, banks, hedge funds, underwriters, insurers) and their employees in court, in arbitration, and in regulatory proceedings.

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.

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

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.»

Recipient advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard & Urrutia

Rothschild was financial advisor to Shell and UBS and Morgan Stanley were appointed as sale banks.

These products are distributed via branch offices, as well as through independent insurance and financial advisors, as well as through third - party channels, such as banks, accountants, and financial planners.

Now, however, the products of SBLI are provided via numerous channels, including banks, as well as independent financial and insurance advisors.

«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.

The products that are sold by Symetra Life Insurance Company are offered through brokers and financial advisors, banks, as well as a network of independent insurance agents.

Financial, Accounting & Banking Interview Questions The possible interview questions that hiring managers ask during an interview for financial / banking positions, such as: accounting, bookkeeping, bank teller, investment banking, financial advisor and businessFinancial, Accounting & Banking Interview Questions The possible interview questions that hiring managers ask during an interview for financial / banking positions, such as: accounting, bookkeeping, bank teller, investment banking, financial advisor and business aBanking Interview Questions The possible interview questions that hiring managers ask during an interview for financial / banking positions, such as: accounting, bookkeeping, bank teller, investment banking, financial advisor and businessfinancial / banking positions, such as: accounting, bookkeeping, bank teller, investment banking, financial advisor and business abanking positions, such as: accounting, bookkeeping, bank teller, investment banking, financial advisor and business abanking, financial advisor and businessfinancial advisor and business analyst.

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.

You might assume that those who work in high - trust professions, such as medical doctors, would naturally adhere to a strict set of ethics, and therefore may not require the same strict background screening that would apply to a financial advisor or bank teller, for example.

Goldman Sachs Investment Banking Division and Nomura Securities International, Inc., acted as financial advisors on the transaction.

Financial advisors work in many organizations such as the stock market, banks, pension and investment organizations and mortgage companies.

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...

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

0025024), KY, LA, MD, ME (SLM11356), MI, MN, MO (4824 NW Gateway Ave, Suite 201, Riverside, MO 64168), MS (Licensed by the Mississippi Department of Banking and Consumer Finance), MT, NC, ND, NE, NH (Licensed by the New Hampshire banking department), NJ (Licensed by the N.J. Department of Banking and Insurance), NM, NV, NY (Licensed Mortgage Banker - NYS Department of Financial Services; American Advisors Group operates as American Advisors Group, Inc. in NewBanking and Consumer Finance), MT, NC, ND, NE, NH (Licensed by the New Hampshire banking department), NJ (Licensed by the N.J. Department of Banking and Insurance), NM, NV, NY (Licensed Mortgage Banker - NYS Department of Financial Services; American Advisors Group operates as American Advisors Group, Inc. in Newbanking department), NJ (Licensed by the N.J. Department of Banking and Insurance), NM, NV, NY (Licensed Mortgage Banker - NYS Department of Financial Services; American Advisors Group operates as American Advisors Group, Inc. in NewBanking and Insurance), NM, NV, NY (Licensed Mortgage Banker - NYS Department of Financial Services; American Advisors Group operates as American Advisors Group, Inc. in New York.)

Inc. and UBS Investment Bank acted as financial advisors; Latham & Watkins LLP, Foley & Lardner LLP and DLA Piper provided legal advice.

The firm recently brought in Swiss investment bank UBS as a new financial advisor and asked the bankruptcy court for a six - month extension in presenting its reorganization plan.