Sentences with phrase «clients reach their investment goals»
This one - day course helps real estate professionals understand what it takes to represent investors in the brokerage of single - family homes, condos, townhouses, and / or small multifamily properties and help these clients reach their investment goals.
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She interprets market conditions and recommends appropriate investment strategies to aid clients in reaching their long - term financial goals.
Financial experts ensure that every portfolio and investment helps clients reach their financial goals.
Financial experts ensure that every portfolio and investment helps clients reach their financial goals.
«Developing and introducing Spryng is part of our ongoing commitment to equip our 529 clients with investments and tools that can help them reach their college savings goals,» added Michaud.
We help clients select the proper investment and insurance vehicles to reach their goals in their desired timeframe.
Fifth Third Bank's Individual Investment products and services help our clients reach their financial goals.
PWL Capital's managed portfolio service helps clients reach their financial goals by combining investment management and ongoing financial planning.
We employ a variety of investments to help our clients reach their goals.
We draw on our relationships with investment bankers, state and local housing agencies, developers, HUD personnel, and industry leaders to help clients reach their goals in an efficient and cost - effective manner.
Financial experts ensure that every portfolio and investment helps clients reach their financial goals.
Yahoo! Inc. (New York, NY) 09/2001 — 09/2002 Senior Account Executive / New Business Development • Facilitated multimedia sales between Yahoo and leading national and international investment banks • Provided clients with secured institutional trading platforms and corporate portal options • Negotiated high - end sales contracts and served as liaison for corporate counsel and in - house legal staff • Generated business opportunities within new and existing customer base of money centers and banks • Consistently surpassed monthly targets by reaching at minimum 150 % sales goal efficiency • Teamed with Yahoo media sales teams to coordinate comprehensive solution based selling efforts
Financial experts ensure that every portfolio and investment helps clients reach their financial goals.
Her background in financial planning and her passion for real estate give her clients the edge they need to reach their financial goals or find the perfect home or investment property.