Sentences with phrase «client accounts of a company»

A few samples of these are the account executives whose main purpose is to handle client accounts of a company and usually reports to the sales supervisor.

Not exact matches

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more products.

The companies deny any improper transfer pricing and say they are in Singapore to be closer to Asian clients, to local expertise and trade routes, as the region accounts for a growing share of their business.

In September, Deloitte, one of the world's largest accounting firms, reported that hackers breached the company's email, accessing sensitive information on 350 clients, including the U.S. government, banks, and other corporations.

Health care analysts had been skeptical about the fate of Express Scripts after the company lost one of its top clients, Anthem, which accounted for roughly 30 percent of Express» sales.

Specifically, Elite account managers earn, on average, 50 percent of the revenue their clients generate; the rest of their paycheck is based on how the company performs.

A company representative did note that clients with smaller Wealthfront accounts, of less than $ 500, tend to be the first to withdraw.

Don't clients deserve research that accounts for the entire financial picture of a company, not just a portion of it?

As a wealth management client, investment assets are held in an account at Pershing Advisor Solutions, a Bank of New York Mellon Company.

To facilitate that process, information regarding client accounts is shared broadly between affiliates within the Wellington Management group of companies.

As someone who observed our CEO continuously embellish the dynamics, values, and manpower of the organization to prospective clients, I became ashamed to give out my business cards, not to mention become hugely concerned with winning accounts for the company under my name.

SAN FRANCISCO (September 13, 2007)-- Glass Lewis & Co., LLC, a leading independent research and proxy advisory firm, today announced the launch of the ESG Watch List Service, a tool that enables Glass Lewis» proxy voting clients to track companies with environmental, social, or governance (ESG) policies and / or practices that may create operational, performance, financial, legal, accounting or reputational risks.

To quote from the company's 2017 10 - K filing «We represent underperforming companies that are debtors - in - possession and lenders... we provide independent litigation consulting, including bankruptcy and avoidance litigation... [and] advise our clients in response to allegations involving the propriety of accounting and financial reporting, fraud, regulatory scrutiny and anti-corruption.»

The company has been talking about engineering a strategic shift away from consumer PC sales — which still account for 70 % of its revenue — and toward business clients, as IBM has done over the past decade.

The Company shall deliver to (or where appropriate subtract from) the Client's trading account the monetary value of a concluded CFD contract.

CWT has entered into a definitive agreement (the «Agreement») to appoint Computershare Trust Company of Canada (Computershare) as successor trustee or custodian for clients who currently hold exempt market securities within a CWT self - directed account.

The other benefit that is associated with the regulation status of this company is the fact that client funds are held in segregated accounts.

He's an internationally recognized economist and the Executive V.P. and Chief Economist of Hoisington Investment Management Company, a firm that manages over $ 4.5 billion USD and specializing in the management of fixed income accounts for large institutional clients.

Appleby is a member of the global network of lawyers, accountants and bankers who set up or manage offshore companies and accounts for clients who want to avoid taxes or keep their finances a secret from authorities, business partners or even spouses.

A bank account linked to that company sent the payment to the client - trust account of Daniels» attorney, the newspaper reported.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

He estimates wholesale accounts with foodservice and retail clients represent 98 percent of the company's business.

About 70 percent of the company's lemon business comes from foodservices clients, with retail accounting for the rest of the sales.

He is now covering the south of England for Beatson Clark, working closely with the Business Development Manager Alison Hughes and handling the company's existing client accounts such as English Provender, Meantime Brewery and Aspall.

The company brings together a team of MBAs, account executives, brand strategists and former CMOs to deliver a business - minded approach to research services, client business models and strategic consultation.

His absorbing account details both the big business and the sometimes shaky science of sequencing: He follows fledgling biotech start - ups and the big fish gobbling them up, and he faults personal genomics companies for not considering environment and lifestyle in their clients» genetic assessments.

Indianapolis, Indiana About Blog Our proactive approach to landing large accounts gives us the opportunity to engage a broad spectrum of people and companies whose businesses are poised for big sales and explosive growth.Having helped produce $ 8 billion in sales for his clients, Tom Searcy has earned his reputation as a nationally recognized author, speaker, and expert in large account sales.

With the Treasury Department's Crime Enforcement Division, run by Ray King (J.K. Simmons), starting to close in, Christian takes on a legitimate client: a state - of - the - art robotics company where an accounting clerk (Anna Kendrick) has discovered a discrepancy involving millions of dollars.

I have no financial relationship with LightningSource, and I have never been a client of theirs (although several of my clients have worked with them), but I do appreciate the fact that the company distributes through Ingram; insists that you use your own imprint and ISBN number (they don't offer you any other option); doesn't require exclusivity; and — last time I checked — charges only about $ 75 to set up an account.

When you decide to become a client of our company, you will have a completely confidential account for managing your orders, and your information will never be shared; not even with the writers assigned to your papers.

Here is the list of different Stock Broking companies in India that provide a Free Demat account to its clients:

To mask the truth, Lanzana and Masanko sent false customer account statements and false tax documents to their clients and also posted false monthly account statements to their companies» websites showing balances in excess of $ 800,000 for a forex trading account that, of course, did not exist.

As our company is rapidly expanding into new markets and, as a result, the number of orders and the client base are rising, we, together with AMTS Solutions and its CEO, Dmitry Rannev, entirely reshaped ECN account technology, so it can now process virtually any amount of requests without loss in quality or speed.

A plan of action will be based on the consultation and clients will register for an online account with the company.

She ended up managing people's Twitter accounts, and taking pictures of herself with their company logo... Now it turned into 3k on Fiverr in 3 months a level two seller with hundreds of reviews and brought our clients over to our new company (Virtual Assistant Staffer) and have a team of over 20 virtual assistants working for a number of clients world wide over 10k a month in sales.

Company guarantee and refund policy shall be understood as the following: To any client that maintains 6 consecutive months of maintenance service, Mercedes Enterprises INC shall guarantee their satisfaction of service: i. Should client believe they have not received valuable service, in consideration of refund, all accounts will be evaluated on a per record itemization basis.

Discount brokerages that do not offer clients the option to have US dollar accounts will usually charge currency conversion fees on transactions that take place in US dollars (for example if a client buys shares of a company from a US listed exchange).

The company says that 35 % of its clients have at least one of their accounts in one of the company's three risk - weighted SRI portfolios.

That hasn't helped EZTD's top line, nor bottom line, but the latest quarterly report of the company shows that as of the end of September, the sum of client funds held in segregated accounts amounted to over $ 3.1 million.

While the Pension Protection Act has required employers to allow employees with company stock in the plan to gradually diversify out of it, a recent Vanguard study of its clients showed that 8 % of employees had more than 80 % of their account balances in company stock, revealing a lack of understanding of the risks of not diversifying.

Step One — Verification Audit: We investigate the accuracy of all client accounts with both the credit bureaus and the reporting companies to ensure the correction or deletion of any inaccurate or erroneous accounts.

Because in the past some of these companies have actually stolen their client's settlement money, these days they often only collect directly from you their «fee» (up front, of course, and usually by automatic electronic transfers from your bank account).

Unscrupulous companies have and are guilty of charging astronomical interest, accessing clients» bank accounts, and attaching exorbitant fees.

On a debt settlement program with a debt settlement company the client gets setup with a trust account where they pay into it each month, allowing funds to accumulate until enough accumulates to where the settlement company can negotiate a settlement to pay off the debt at a fraction of the balance owed.

If you are transferring a «nominee account» (typically one held at a broker) to a «client name» account (typically one held directly with a mutual fund company), and you are transferring securities other than mutual fund units of the receiving institution, then you probably need to transfer - in - cash.

The company says Tax - Coordinated Portfolio can increase annual after - tax returns by an average of 0.48 %, though the strategy works only for clients who have both taxable and tax - advantaged retirement accounts at Betterment.

In an industry where competing for new clients and growing an account base is so important, referral bonuses not only keep the costs of acquiring new clients low but they also signal, albeit indirectly, that a discount brokerage believes that their clients will find reasons beyond the financial incentive to endorse the company to their friends / family or colleagues.

Most banks will provide and transfer the bare minimum of documentation and information to the debt collection company upon sale of their client's defaulted accounts.

The Company provides consulting and business initiative support services to its global client base in the areas of accounting; finance; corporate governance, risk and compliance management; corporate advisory, strategic communications and restructuring; information management; human capital; supply chain management; healthcare solutions; and legal and regulatory services.

These tools for gathering client's information are employed for the purpose of ensuring the customer's own security and all data collected by the company is shared only with individuals within the company who are involved with the verification of customer account information for the express purpose of ensuring the customer's confidentiality and security.