Sentences with phrase «calling on a small account»

Not exact matches

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

The Fed governor added that she was supportive of other efforts to tweak some post-crisis regulations, including the so - called «Volcker Rule» that bans banks from making bets on their own account, and efforts to reduce the burden for smaller banks.

Kristin Kalning called Wells Fargo bank with a simple issue last week — she wanted to change the mailing address on a small, decades - old IRA account.

Morebath is a small sheep «farming village on the southern edge of Exmoor, and from 1520 to 1574 its parson, Sir Christopher Trychay (Catholic priests were then called «Sir» rather than «Father»), kept minute and still extant accounts of church life, which was then coterminous with village life.

The narrators are a member of a doomsday cult who releases poison gas in a subway in Tokyo, and details his retreat to Okinawa and a small nearby island, Kume - jima; a jazz aficionado who works as a sales clerk in a Tokyo music store; a lawyer in a financial institution in Hong Kong who has been moving large sums of money from a certain account; a woman who owns a Tea Shack on China's Holy Mountain and speaks to a tree; a non-corporeal sentient entity which is searching for who or what it is; a gallery attendant in Petersburg who is involved in an art theft scam; a ghostwriter / drummer living in London who saves a woman from being run over by a taxi; an Irish nuclear physicist who quits her job when she finds her research is being used for military purposes; and a late night radio talkback DJ who finds himself fielding calls from an intriguing caller referring to himself as the zookeeper.

Since you need to own 100 shares of something to write a covered call on it, getting proper diversification in a small account that only owns stocks can be difficult if not impossible.

The biggest selling point of eToro is supposed to be it's copy trade feature, but it has been made very dangerous because many outside traders come to eToro with a small capital and take insane risks to make huge returns and get copiers and guru bonuses fast; this never works as they always blow the account anyway; this week a star trader called TheSizzle blew his account and the money of over 3000 copiers, and it's his third blown account on eToro in less than 1 year.

Since the funds in the account belong to a minor, the tax liability is shifted to the child and the government offers a small tax break on investment income called the «kiddie tax».

I called a bankruptcy attorney and explained my financial status (over 60, no income, name not on any property, $ 90 total in 3 separate checking account, a small brokerage account, a 1994 SUV in my name and we live on my spouse's soc.

Open a high interest savings account: Open a high interest savings account you call «Spot and Booboo's health fund» and simply deposit either what you would've paid on pet insurance premiums or a small payment depending on what is affordable to you at the time.

CDW Corporation (Chicago, IL) 03/2005 — 03/2006 Small Business Account Manager • Managed client accounts and sold various technology to small business clients • Acquired new small business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer seSmall Business Account Manager • Managed client accounts and sold various technology to small business clients • Acquired new small business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer sesmall business clients • Acquired new small business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer sesmall business customers through cold calling, networking, and other tactics • Communicated with current clients and vendors in order to follow through on orders • Participated in the CDW sells training academy developing key customer building components • Sold over a $ 100,000 worth of software to one customer due to exemplary customer service