Sentences with phrase «branch office investments»

This is especially true for firms that want to reach clients outside their borders without costly branch office investments.

Not exact matches

«A company like ours can launch your branch office with no setup cost or time investment.

Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ).

One reason is simply travel and logistics; it is easier for investment firms (most of which have at least a branch office in New York) to trek up to midtown and even line up multiple family office meetings for the week, than it would be to fly or drive around California to the less geographically concentrated family offices there.

Tower 3 is nine stories and includes the executive offices of Raymond James Financial, Associate Financial Services, Corporate Client Services, Classrooms 1 - 6, Distribution Services, Financial Reporting, Investment Banking, Merchant Banking, Private Client Group Services, Public Finance, Raymond James & Associates — Carillon Branch, Raymond James Capital, Raymond James Financial Services, Raymond James International Holdings, Raymond James Tax Credit Funds, and Retail Sales and Management Development.

The main office of Superfund Investment Group, Vito Fossella's new company, is on Fifth Avenue, across from the main branch of the New York Public Library

Prior to joining Ariel in September 2004, he spent over 21 years as an Investment Banker at Salomon Brothers and its successor company Citigroup, where he rose to Managing Director and Head of North American investment banking brancInvestment Banker at Salomon Brothers and its successor company Citigroup, where he rose to Managing Director and Head of North American investment banking brancinvestment banking branch offices.

As Vice President and Manager of IASG's Northwest Branch, she helps institutions, family offices, and high - net - worth clients identify their alternative investment goals and build diversified portfolios.

Eventually, Billy became Vice President of investments, and branch manager of the Aptos office.

This provides you with a wealth of investment education, that includes webinars, online resources, and even in - person events at local branch offices.

A few days later, the staff of an investment bank crashed the branch office where I worked, and told us what they would like us to do.

The company has one of the largest branch networks in the industry — roughly 500 offices across the country — and offers nearly round - the - clock phone and online chat support staffed by more than 1,000 investment consultants seven days a week.

She was an Operations Specialist for A.G. Edwards & Sons, Wachovia Securities and Wells Fargo Advisors, and a Branch Office Administrator for Edward Jones Investments.

Legal services provided by us include determining the appropriate business entity, jurisdiction and taxation status, structuring and formation of new entities, foreign investments, foreign collaborations, joint ventures, and technology absorption, setting up of branch offices, liaison offices or project offices, tax planning, developing and documenting shareholder agreements, creating executive employment agreements that attract and retain key leadership, identifying and securing intellectual property via trademarks, patents and copyright protection, creating business financing strategies, advising clients for ongoing business needs and transactions, distributorships, sales agreements, stockholders» buy - sell agreements, franchise agreements, intellectual property and license agreements, outsourcing agreements, licensing agreements and technology transfers, including hardware, software and other services and products, trade practices, advertising and promotions.

As far as investment is concerned, the insurers will have to formulate an investment policy to suit the scale, nature and area of operations of the foreign branch offices apart from business considerations and submit it to the board for approval.

The creation of a Chinese «International Blockchain Investment Development Center» announced earlier this month has been cancelled due to the legal technicalities of setting up branch offices, according to a document published on the Investment Association of China's (IAC) website yesterday, March 27.

& Achievements * Central and Southern KY new business generation * 171 % to Plan 2016 by formulating forecasting and executing sales * 168 % to Plan 2017 Awarded branch office within first phone * Built $ 3M book from residential prospecting / cold - calling prospecting during Great Recession Edward Jones * Strategic planning and business development * Series 7 & 66 Licenses Investments * Financial strategy, investment research an...

Committed... 9 years then On - call Branch Office Administrator, 08/2002 to Current Edward Jones Investments

Where can I find a Edward Jones Investments Fulltime for 9 years then On - call Branch Office Administrator resume example in Russellville, Arkansas?

Where can I find a Edward Jones Investments Branch Office Administrator resume example in Sun City Center, Florida?

He said Trac was highly successful in the real estate industry and «had won a major award for top producer of the branch office in the industrial commercial investment sector.»