Sentences with phrase «client financial solutions»

Throughout my experience as a financial and banking professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing my employers and staff.

Throughout my experience as a financial accounting professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing today's tough economic times.

Throughout my experience as real estate sales professional and Property Manager, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions.

Throughout my experience as a global financial and investment professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing my clients, employers and staff.

Our parent company is Protective Life Corporation, and although Protective Life Insurance is also owned by Protective Life Corporation, our advisors may select client financial solutions from a myriad of noteworthy companies in addition to those offered by Protective Life.

Not exact matches

Topics included: early reporting on inaccuracies in the articles of The New York Times's Judith Miller that built support for the invasion of Iraq; the media campaign to destroy UN chief Kofi Annan and undermine confidence in multilateral solutions; revelations by George Bush's biographer that as far back as 1999 then - presidential candidate Bush already spoke of wanting to invade Iraq; the real reason Bush was grounded during his National Guard days — as recounted by the widow of the pilot who replaced him; an article published throughout the world that highlighted the West's lack of resolve to seriously pursue the genocidal fugitive Bosnian Serb leader Radovan Karadzic, responsible for the largest number of European civilian deaths since World War II; several investigations of allegations by former members concerning the practices of Scientology; corruption in the leadership of the nation's largest police union; a well - connected humanitarian relief organization operating as a cover for unauthorized US covert intervention abroad; detailed evidence that a powerful congressional critic of Bill Clinton and Al Gore for financial irregularities and personal improprieties had his own track record of far more serious transgressions; a look at the practices and values of top Democratic operative and the clients they represent when out of power in Washington; the murky international interests that fueled both George W. Bush's and Hillary Clinton's presidential campaigns; the efficacy of various proposed solutions to the failed war on drugs; the poor - quality televised news program for teens (with lots of advertising) that has quietly seeped into many of America's public schools; an early exploration of deceptive practices by the credit card industry; a study of ecosystem destruction in Irian Jaya, one of the world's last substantial rain forests.

Define was launched to provide a fresh, new perspective on the global financial markets and develop forward - looking solutions to ensure our clients can reach their goals.

«I feel truly blessed in working with highly professional, ethical and kind teammates to improve our clients» financial futures — brainstorming with them to develop creative solutions to clients» challenges.

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

Case Study # 1: Be clear, direct, and unemotional Tabatha Turman, the founder and CEO of Integrated Finance and Accounting Solutions, a financial firm with both government and private sector clients, knew she had a problem with a certain employee.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

Mr. Cieslowski has held various positions with major Canadian banks and investment firms, specializing in delivering financial planning, taxation and high net worth client solutions.

Build relationships with clients and support the financial advisor with individual solutions for customers.

Our team partners with fee - based financial advisors and discretionary portfolio managers to provide Leith Wheeler F - series solutions for their clients.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Specialized Trade Finance professionals work collaboratively across Transaction Banking within RBC Investor & Treasury Services and RBC's Business Financial Services teams, providing advice and tailor made solutions to commercial, corporate and correspondent bank clients to help make them competitive and successful in the marketplace.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Relevant — there must be a demonstrated and quantified solution to the client's financial needs.

We serve clients with thoughtful advice and effective solutions to strategic and financial matters.

At this point, the client may ask some basic questions about the various financial solutions.

Robert (Bob) Macdonald is senior vice president, director of financial solutions and is responsible for the investment profiling methodology used to supply asset allocation recommendations for clients in Fidelity managed accounts.

The firm's 12,000 financial advisors work directly with nearly 7 million clients to understand their personal goals - from college savings to retirement - and create long - term investment solutions that emphasize a well - balanced portfolio and a buy - and - hold strategy.

It's an ideal solution for independent financial advisors who are looking for more efficient ways to manage investment portfolios for their clients.»

With its unique combination of investment industry expertise, unbiased research, and technology solutions, IW Financial helps industry professionals capitalize on growing investor demand by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships.

As an investment advisory specializing in comprehensive financial and investment planning, we can provide our clients with innovative strategies and solutions that are transparent and consistent with their goals.

The firm's 13,000 - plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long - term investment solutions that emphasize a well - balanced portfolio, diversified portfolio.

Prior to joining Glass Lewis, John was Senior Director of Client Services at Broadridge Financial Solutions, formerly part of Automatic Data Processing (ADP).

A financial advisor can furnish clients with reports that illustrate their loved ones» potential financial positions if a provider were to die today and show them how life insurance can help provide a solution for survivors.

Canadian Western Trust is a trusted name for a growing base of clients in the business of retirement, trustee and custodial solutions for financial advisors, corporations and individuals.

Customized banking services help Hawthorn client families achieve their financial goals through both liquidity management and credit solutions.

At PNC Retirement Solutions, we also engage with financial advisors to help serve their retirement plan clients.

The most recent enhancements demonstrate our ongoing commitment to offering meaningful and leading - edge solutions to financial advisors and their clients.»

Our mission is to leverage the newest innovations in technology, financial thought leadership, and the regulatory advocacy of our subsidiary broker - dealer, Liquid M Capital to reduce current market inefficiencies by providing our clients with a breadth of financial technology solutions.

«Those solutions are what's right for the client as opposed to what may give us the highest financial return,» Anderson explains.

In North America, Rabobank is the premier bank to the food, agribusiness and beverage industries, providing sector expertise, strategic counsel and tailored financial solutions to clients across the entire food value chain.

«BOOM solutions allow the client to concentrate on their core business while opening the door to proven environmental and financial benefits that provide a permanent competitive edge.»

Those clients include Forest City Ratner, the Brooklyn company leading the $ 260 million Nassau Coliseum renovations; KPMG, the financial advisers that want to help the county lease its sprawling sewer system to private investors for as much as $ 800 million; and American Traffic Solutions, the operators of the county's red - light camera program, which typically gets more than $ 5 million annually in ticket revenue.

Speaking at the launch of PaySwitch Company Limited, an indigenous payment solution company in Accra, the Vice president said since companies were now looking for technological means to solve some of the country's everyday problem and satisfy their clients, it will be disastrous for financial institutions to resign themselves to outmoded industry practices.

Thanking government and other financial institutions for their support, Chief Executive officer for PaySwitch Kojo Choi said his outfit was committed to delivering on all promises made to its clients, which includes a convergent payment solution ranging from card issuance, hosting, fraud solution, payment aggregation and consultancy.

Our experienced Advisory Consultants provide financial advisors with customized advice and ongoing support, along with a broad range of carefully selected solutions that you can take to your clients with confidence.

«We work with our clients to distribute Kindle Fire to their new employees because Kindle Fire allows companies to distribute information quickly and efficiently so their employees can easily share course materials, reference documents, and their individual notes with their colleagues,» said Caroline Brant, Director, Learning Solutions at ROI Training, Inc. «Our global clients include leading technology and financial services firms and Kindle Fire has proven to make it easier for our employees to stay productive whether at work or at home.»

At American Residential Lending, we know that each client has unique financial needs that require a unique product solution.

I am dedicated to providing my clients and referral partners a faster, stress - free transaction and the best possible mortgage solution to meet clients» financial needs.

Terry Kerr and Mid-South Home Buyers provide TURNKEY RENTAL PROPERTY SOLUTIONS to help their clients build wealth and gain financial freedom.

At CIBC Commercial Banking, we help our clients create end - to - end financial solutions.

Orange, CA About Blog KIS Financial Planning, LLC is a boutique fee - only financial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourFinancial Planning, LLC is a boutique fee - only financial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourfinancial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourfinancial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourfinancial and investment needs of our clients.

Here are a few names you can expect to hear from if you are consistently late in paying your bills: Rocket Receivables, Encore Capital Group, Altus GTS Inc., Client Services, afni, First Source Advantage, Expert Global Solutions, Progressive Financial Services, Nationwide Credit & Collection, Regional Finance, IC System, National Asset Recovery Service, Enhanced Recovery Company, Alliance One, Portfolio Recovery Service, and ABC Financial Services.

We've customized hundreds of loans to suit our clients» goals, and we want to be your financial solution so you can begin your project right away.

As part of our advisory service, however, we conduct a more comprehensive analysis of a client's financial situation - also looking at a client's debt, tax wrapper usage and already invested amounts to provide the client with a recommendation regarding a suitable investment solution, restricted to the Scalable Capital portfolios, as well as the correct tax wrapper for their situation.

ConnectOne Bank offers financial products and custom solutions to help our clients achieve financial prosperity for themselves, their family and their business.