Sentences with phrase «clients as a banker»

«One thing I always told my clients as a banker and certainly always told my CEOs is ignore the stock price and focus on the long run,» she said.

Not exact matches

«Everything is Amazon these days,» says a senior consumer and retail banker in New York, who asked not to be named as they are not authorised to talk about clients to the media.

«Not only will Barry be a trusted advisor for our clients, he will also serve as a great mentor for our team of private bankers throughout the region.»

Donna McGovern urges all her clients to investigate small or local bankers as carefully as they themselves are scrutinized by the banks.

Morgan Stanley's far - flung stockbrokers, who manage money for individual clients and prefer to be called financial advisers, now contribute almost as much to the bottom line as the bankers and traders who long counted themselves as Wall Street's blue - blooded elite.

The company will work with networks of financial planners who want to help their clients diversify and perhaps mortgage bankers as well, Weiss said.

Client engagements are managed exclusively by experienced senior investment bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

Client engagements are managed exclusively by experienced senior bankers who deliver business owners optimal performance in capitalizing on the value of their companies and meeting their objectives as shareholders.

Bradley Birkenfeld was released from federal prison in August 2012 after serving 2 1/2 years for his role as a Swiss banker hiding millions of dollars for wealthy American clients.

You will have to return the favor, so for the clients of yours that need to utilize the services of a good banker, then it will be your responsibility to provide referrals to the banker as well.

With $ 1.4 trillion in client assets as of April 11, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,146 full - service financial advisors and 3,350 licensed bankers.

As if harming vets isn't enough, the CHOICE act would unwind a rule that requires bankers at smaller institutions to act in the best interest of their clients, and especially, not to deceive clients about whether they intended to sell their loan in so - called bundling schemes.

Though client interest lies mostly in the plastic frogs and bouncy balls offered as prizes for correctly answering credit union trivia, these young savers — and bankers — have an impressive head start on personal finance.

Throughout his career, Mr. Hromatka has acted as lead banker on financings across the country and has developed a significant base of experience and relationships with diverse clients ranging from charter schools to state and local governments, school districts and not - for - profit agencies.

Hilltop's decision led to the March departure of veteran banker Drew Masterson, who formed his own financial advisory firm in Houston to represent charter schools, including Yes Prep, a charter district he once served on a pro-bono basis, as well as clients in other sectors.

As both mortgage bankers and mortgage brokers, our clients receive double benefits with one loan application.

These mutual funds and exchange traded funds such as First Trust US IPO Index Fund (Symbol: FPX), Direxion Long / Short Global IPO Fund (DXIIX), IPO Plus Fund by Renaissance Capital (IPOSX), and others like it are some of those very same institutional clients that the investment bankers work directly with and sell shares to before they are ever available on the open market and to individual investors.

In any case, it's clear that all this happened because of my mother's banking relationship with Chase, as she didn't have to tick off a set of boxes to join Private Client, rather she just had a good working relationship with her banker.

The NY Times is reporting a 10 % drop in airline passengers as well as a drop in the number of investment bankers schmoozing clients at the Ritz - Carlton (boo - hoo).

In addition to his commercial buildings, Marino is working on a slew of private projects, including a home on top of a mountain in Lebanon and several in the Hamptons and elsewhere for bankers at Goldman Sachs and Safra Bank, and one client he describes as «a rogue bond trader in Mexico.»

Letting lawyers team up with professionals in complementary fields — such as accountants, environmental engineers or investment bankers — enables them to diversify and expand the types of services provided to clients, including the rates charged.

Business lawyers, on the other hand, are more likely to receive referrals from their clients» other professional advisers, such as insurers, lenders, financial planners, accountants, investment bankers, venture capitalists, real estate professionals, health care professionals, or HR professionals.

I conceived it as part of their external communications plan to reach internal communicators and leaders while integrating seamlessly into this banker training consulting firm client's overall content marketing strategy for its training programs.)

UNBUNDLE OPERATING COSTS FROM CASE - RELATED EXPENSES Whenever possible, do not serve as your client's banker, unless internal pressures or competitive practices justify advancing money for your clients» cases.

I conceived it as part of their external communications plan as a method to reach internal communicators at every level in banks while integrating seamlessly into this banker training consulting firm client's content marketing strategy for its training programs.)

Glover is the head of Blakes» e-discovery and document management team, where she spends most of her time sifting through more data than a room's worth of banker's boxes could contain for clients such as Visa Inc..

Rather than repel bankers and their clients with its volatility, XRP seemed like a good fit for a payment service such as MoneyGram.

As a personal banker, you may be required to present statistics of your clients» accounts and data.

Mortgage Bankers, also known as Direct Lenders, use their own capital to sell mortgage loans directly to clients.

Licensed Bankers have FINRA (Financial Industry Regulatory Authority) membership, which authorizes them to sell investment products such as securities to help clients achieve financial goals.

The banker must also come up with effective strategies for growing the business as well as coming up with innovative financial products that will appeal to clients.

Remember that as a banker, you will have to convince the employer that you can save money effectively, take care of client's finances, increase efficiency, reduce risks and boost up the bank's overall image.

If you have excellent mathematical and accounting skills blended with ability to resolve client problems, a career as an in - store banker could be the perfect choice for you.

Objective: To hold the challenging position as an investment banker and strive to work for the benefit of the clients by constantly analyzing the trends of the market and needs of the company and also to acquire knowledge and experience in the field of investment banking.

I am looking for a position as a personal banker where I will have the opportunity of providing customized banking solutions to clients thereby driving profits for the organization.

Going the extra mile when it comes to client satisfaction, is a concept hard - engraved in me as a relationship banker.

Increasing the client base at Columbus Bank by a staggering 55 % within 3 months of joining as a relationship banker, is perhaps my biggest achievement so far.

I analyzed data as a banker, budgeted for clients as a personal finance advisor, calculated interest as a loan provider, and planned schedules as a shift supervisor.

And then I help surround my clients with all the people — such as the real estate attorney, commercial banker, accountant, contractor, architect, and project manager — they need to implement that plan.

With backgrounds as pension fund investment managers, consultants, attorneys, and investment bankers focused exclusively on real estate, we are able to provide our clients with a high level of real estate, financial, and valuation expertise.

Plus, as a mortgage banker, On Q receives competitive rates that are passed on to all our clients.

The wholesale division of American Advisors Group is dedicated to educating mortgage brokers and bankers, credit union lenders, community bankers, and other financial services professionals on how to leverage reverse mortgages as a strategic financial planning tool for their senior clients.