Sentences with phrase «company as a financial advisor»

Financial advisor resume objective 1: To work in a reputed company as a financial advisor because I am sure that my exceptional qualifications, my aptitude for finance and my sound decision making capabilities will be well utilized in this job.

Not exact matches

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

Lazard and Allen & Company served as financial advisors to Aetna.

David has served as a financial advisor to several food companies during his career, and anticipates that we will see many more.

A dedicated partner and results - driven executive, Paul Roman has spent more than a decade at American Express Canada as a trusted advisor to companies coast to coast, helping them solve their financial challenges, attract new customers, and grow their businesses.

Wyse Advisors LLC's Michael Wyse has been hired as Soupman's chief restructuring officer and interim chief financial officer, the company said.

You can spend up to a year working with legal and financial advisors to meet requirements, such as obtaining an independent appraisal to value the company's stock.

On top of competition coming from start - up robo - advisors, companies like Wealthfront and Betterment face growing competition from financial giants such as Vanguard and Charles Schwab.

Traditionally, companies have used testimonials from «experts,» such as doctors or financial advisors, to convince consumers of the merits of a brand.

The company manages the infrastructure and operating systems for financial services companies such as stock trading app Robinhood and robo - advisor Betterment.

After acquiring the rights to a future income stream (such as a retiree's pension payments), these pension purchasing or structured settlement companies, sometimes called «factoring companies,» may turn around and sell these income streams to retail investors, often through a financial advisor, broker or insurance agent.

Apex Clearing manages the infrastructure and operating systems for financial services companies such as stock - trading app Robinhood and robo - advisor Betterment.

Guggenheim Securities, Goldman, Sachs & Co., Centerview Partners and Moelis & Company are serving as Pfizer's financial advisors for the transaction, with Wachtell, Lipton, Rosen & Katz, Skadden, Arps, Slate, Meagher & Flom LLP and A & L Goodbody acting as its legal advisors.

Recipient advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard & Urrutia

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

Lazard and Allen & Company LLC are serving as financial advisors to Aetna and Evercore is serving as financial advisor to Aetna's Board of Directors.

LLC served as lead financial advisors to Albertsons Companies and Schulte Roth & Zabel LLP acted as legal advisor.

Mr. Robertson, president of Potomac Global Advisors, an international strategic and financial consultancy based in Washington, DC, announced that based on an internal market analysis, the U.S. arm of the company is prepared to invest as much as 50 million USD in the market, including 20 million USD in the first year.

The company was founded by two financial advisors, Chris Costello and Kevin Conard, who quit their jobs on Wall Street as money managers for millionaires.

Woodside Capital Partners International LLC acted as the exclusive financial advisor to ObjectVideo, Inc., a technology and solutions company, on the sale of substantially all of ObjectVideo's business, including its products, technology portfolio and engineering team, to Alarm.com, the leading platform for the connected home and business.

BDT & Company, LLC, BofA Merrill Lynch and BMO Capital Markets are acting as financial advisors to Fairfax, and Shearman & Sterling LLP and McCarthy Tetrault LLP are acting as legal advisors.

As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense ®.

The following month, the company closed a deal with Lightyear Capital for the purchase of Financial Network Investment Corporation, Multi-Financial Securities Corporation, and PrimeVest Financial Services, which along with ING Financial Partners, Inc., collectively did business as ING Advisors Network.

CFA and Americans for Financial Reform released a report on Wednesday, written by Hauptman and Barbara Roper, CFA's director of investor protection, which scrutinizes how brokerage firms and insurance companies market their services on their website and «contrasts the practices they use to attract customers with those they use when resisting regulation as fiduciary advisors.»

Bitcoin pioneer, Charlie Shrem has joined financial technology investment platform BnkToTheFuture as advisor, in the run up to its initial coin offering (ICO), the company announced on Friday.

As a mining analyst early in his career, and as an investment advisor and partner at Leede Financial for 6 years, Farhan has developed impressive relationships with financial institutions and public companies alikAs a mining analyst early in his career, and as an investment advisor and partner at Leede Financial for 6 years, Farhan has developed impressive relationships with financial institutions and public companies alikas an investment advisor and partner at Leede Financial for 6 years, Farhan has developed impressive relationships with financial institutions and public companiFinancial for 6 years, Farhan has developed impressive relationships with financial institutions and public companifinancial institutions and public companies alike.

The Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company.

bills itself as «the world's first free financial advisor,» and the company isn't lying.

As a SunTrust Robinson Humphrey client, you will find that we are focused on becoming your company's trusted strategic and financial advisor through a highly personalized approach and integrated corporate and investment banking platform, which focuses on putting your company's needs above all else.

As a SunTrust Robinson Humphrey client, you will find that we are focused on becoming your company's trusted strategic and financial advisor through a highly personalized approach, which focuses on putting your company's needs above all else.

Zepponi & Company served as the exclusive financial advisor to the owners of King Estate in their sale of the Acrobat brand.

BDT & Company, AFW LP, J.P. Morgan Securities LLC and Bank of America Merrill Lynch also acted as financial advisors to Keurig with Skadden, Arps, Slate, Meagher & Flom LLP serving as legal counsel and McDermott Will & Emery LLP serving as tax counsel.

Los Angeles, CA — July 27, 2015 — First Beverage Financial, the investment banking arm of First Beverage Group, today announced that it acted as the financial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies inFinancial, the investment banking arm of First Beverage Group, today announced that it acted as the financial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies infinancial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies in the USA.

Josh Brown, a financial advisor and popular blogger, notes in a post titled Optimism as a Default Setting that if you count the perma bears on the Forbes 400 list or the pessimists who run Fortune 500 companies, «you will find none.»

The Company has engaged Guggenheim Securities, LLC as financial advisors and Cravath, Swaine & Moore LLP as legal counsel.

First Trust Advisors, the Fund's investment advisor, along with its affiliate, First Trust Portfolios, are privately - held companies which provide a variety of investment services, including asset management and financial advisory services, with collective assets under management or supervision of approximately USD90 billion as of 29 February, 2016 through unit investment trusts, exchange - traded funds, closed - end funds, mutual funds and separate managed accounts

As always, be careful with insurance scams and if the situation feels strange we'd suggest you contact an insurance company directly or reach out to a trusted financial advisor for guidance.

Collectively dubbed «robo - advisors,» companies such as Betterment, Personal Capital and Wealthfront have managed in just a few years to do what the financial industry has failed to accomplish during a couple of centuries: provide quality investment guidance at a cost accessible to most demographics.

AS of December 2016, Transamerica Life Insurance Company has over $ 1 TRILLION life insurance in force, not including other subsidiaries such as Transamerica Financial Life Insurance Company, which has another $ 196 BILLION in force and Transamerica Premier Life Insurance Company which has $ 219 BILLION in force and Transamerica Advisors Life Insurance Company which has $ 4.6 BILLION in forcAS of December 2016, Transamerica Life Insurance Company has over $ 1 TRILLION life insurance in force, not including other subsidiaries such as Transamerica Financial Life Insurance Company, which has another $ 196 BILLION in force and Transamerica Premier Life Insurance Company which has $ 219 BILLION in force and Transamerica Advisors Life Insurance Company which has $ 4.6 BILLION in forcas Transamerica Financial Life Insurance Company, which has another $ 196 BILLION in force and Transamerica Premier Life Insurance Company which has $ 219 BILLION in force and Transamerica Advisors Life Insurance Company which has $ 4.6 BILLION in force.

The financial advisor will often get a kickback from the mutual fund company (as was the case in this Edward Jones example), so they earn more money from you than if they put your money into stocks outright.

This past December the company announced that Lazard had been retained as a financial advisor for a review of the possible sale of part or all of the company.

I believe I have the experience to aid in this turnaround having sold several companies as a merger advisor, having placed needed capital with cash starved companies, and having years of experience investing and in financial markets.

«J.P. Morgan Securities Inc. and Merrill Lynch & Co. have been retained as the Company's financial advisors to assist in this process.

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $ 2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the... Read more

A Mutual Fund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokers.

Professionally speaking, Lauren began her career working with managed portfolios and investments in 1998, beginning as a junior associate at the financial advisor Homrich and Berg and later the hedge fund management company New Providence Advisors both of Atlanta.

This page is for and about life as a typical BD Rep agent financial advisor that wants to offer more investment - related services, and little - to - no life insurance company product (e.g., variable life insurance or variable annuities).

We are acting as financial advisor to the Board of Directors of the Company (the «Board») in connection with its consideration of the Offer and pursuant to an engagement letter between the Company and RBC dated January 13, 2009 (the «Engagement Letter»).

For our services as financial advisor to the Company, if a Transaction (as defined in the Engagement Letter) is successfully completed we will receive an additional larger fee.

As financial advisors increasingly adopt ETFs, the wholesale shift from actively managed mutual funds to passive investment vehicles is driving more inflows to ETF providers like Vanguard and Blackrock and State Street and than all other mutual fund families combined... and leading mutual fund companies into a mad scramble to figure out what they have to do to once again appeal to financial advisors.