Sentences with phrase «comprehensive financial experience»
Simple is a company whose online checking account includes budget and savings features that can give users a more comprehensive financial experience than other choices.
https://www.valuepenguin.com/ Not exact matches
Even the most experienced investors benefit from the comprehensive research, timely information, and expertise that a financial professional can provide.
His goal is to prepare them to provide an outstanding experience to each and every client through skillful comprehensive financial planning.
Although many professionals may call themselves «financial planners,» CFP ® professionals have completed extensive training, passed the CFP Board's comprehensive exam, met experience requirements, and are held to rigorous ethical standards.
The funds raised through Annual Giving enhance the experience of every student by maintaining a comprehensive Waldorf curriculum, a vibrant campus, improving teacher salaries and ensuring financial aid.
The BCSC polled more than 3,000 high school grads and found that students who reported a positive experience in a comprehensive financial course had more realistic goals and demonstrated better financial behaviour.
Experienced In: Asset Preservation Strategies, Tax Minimizations, Retirement Planning, Comprehensive Financial Planning
Edward Andrew Rempel is a very popular financial blogger and fee - for - service financial planner with a ton of real life financial planning experience, having written nearly 1,000 comprehensive personal financial plans.
Our members work diligently to put families first by providing top - notch advisory and outreach services, consumer - friendly education loans, and comprehensive assistance and guidance for borrowers experiencing personal hardship or financial difficulties,» said EFC President Debra J. Chromy.
A.R. trust services comprehensive debt settlement program is a way to assist consumers like your self that are experiencing a financial hardship an effective way to become debt free.
Even the most experienced investors benefit from the comprehensive research, timely information, and expertise that a financial professional can provide.
At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families realize their financial goals for over Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families realize their financial goals for over financial goals for over 30 years.
Our experienced Certified Financial Planners ™ (CFP ®), comprehensive financial planning, and our dedicated portfolio management services can help you achieve confidence in meeting your long - term financiFinancial Planners ™ (CFP ®), comprehensive financial planning, and our dedicated portfolio management services can help you achieve confidence in meeting your long - term financifinancial planning, and our dedicated portfolio management services can help you achieve confidence in meeting your long - term financialfinancial goals.
From these three country experiences, we find that fostering public support to implement lasting reform may depend on four measures: (1) forming a public engagement plan and a comprehensive reform policy that are then clearly communicated to the public in advance of price increases; (2) phasing in price adjustments over a period of time to ease absorption; (3) providing a targeted compensatory cash transfer to alleviate financial impacts on low - to middle - income households; and (4) capitalizing on favorable global macroeconomic conditions.
Banking: Comprehensive experience spanning the fields of banking and finance, advising financial institutions, companies, governments and alternative credit providers on domestic and international finance transactions across every sector, including acquisition and leveraged finance, bilateral and syndicated credit facilities, regulatory and financial structuring, high yield, real estate finance, trade and emerging markets finance, restructuring and insolvency and asset finance.
«We conducted a comprehensive global search to find an executive with a breadth of legal and regulatory experience in financial services,» said Janice Fukakusa, chief administrative officer and chief financial officer of RBC.
Our senior attorneys have decades of experience in New York State workers» compensation and SSD matters, and we use a comprehensive claim strategy designed to maximize all our clients» financial recoveries.
Thoroughly investigating a truck accident requires technical experience, a comprehensive knowledge of the law and substantial financial resources.
We have experience providing comprehensive, practical and creative solutions to Fortune 500 companies, multinationals and start - ups, as well as entrepreneurs and high - net - worth individuals across a wide range of industries, including marketing and advertising services, life sciences, financial services, healthcare, technology, manufacturing and retail.
With more than 30 years of experience, Kotak Mahindra has gained a strong foothold in the investment market by providing comprehensive financial services to their customers.
SUMMARY Risk Management executive with comprehensive Financial Services experience as a risk manager, software vendor, and consultant.
¥ Extensive experience within the financial industry ¥ Solid understanding of financial software ¥ Comprehensive knowledge of common financial packages ¥ Knowledge of credit financing refinancing and mortgage solutions ¥ Ability to work well independently and in group settings ¥ Good organizational and communications skills
Throughout my career, I have gained comprehensive experience in processing and reconciling financial transactions, consolidating cash balances, and coordinating documentation to drive lending processes.
Comprehensive experience accurately and expeditiously managing financial information, accounting procedures, and tax preparation to drive efficiency and top - notch accuracy.
With my comprehensive experience analyzing corporate finances, managing detailed financial assessments and projects, and generating detailed reports, I feel confident that I can significantly benefit your company.
As a highly accomplished and client - centric financial professional with more than 18 years of experience performing comprehensive client needs analysis and delivering strategic financial recommendations to achieve objectives, I am well prepared to surpass your expectations.
In my most recent position as a Teller with Trinity Bank, I gained comprehensive experience in assessing customer financial data, entering and tracking account information, and driving accurate and timely account transactions.
Throughout my career as a corporate credit analyst, I have gained comprehensive experience in assessing cash - flow histories, evaluating corporate financial backgrounds, and preparing legal documentation to facilitate lending transactions.
As an enthusiastic and driven professional with experience in providing comprehensive client financial account services while providing exceptional customer service, I stand in a prime position to significantly contribute to your objectives in this role.
Experienced Banker committed to providing comprehensive customer support and financial management assistance.
With my comprehensive experience analyzing corporate finances, managing complex financial assessments and projects, and generating detailed reports, I feel confident that I can significantly benefit your company.
Spearheading comprehensive management tasks throughout my 11 - year tenure with Pony Up Burgers, leading overall operations, financial management, ordering, inventories, staff hiring and termination, and customer service; previous complementary experience as assistant manager with McCulloch's Fish «N Chips
Experienced auditor able to design and implement comprehensive internal controls and complete extensive financial examinations.
Knowledge acquired through education in accounting combined with professional experience offers a comprehensive understanding of front office financial management that could serve to benefit any company or organization.
• In depth knowledge of verifying billing accounts and verifying and correcting discrepancies • Strong background in facilitating prompt payments of invoices • Hands on experience in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedures
QUALIFICATIONS SUMMARY • Over 2 years of practical experience in accounts payable management • Comprehensive knowledge of GAAP, accounting systems and standards • Proficient in arithmetic and statistics for accurate accounting calculations and data analysis • ERP, EDI and Financial System Technologies • Proven self - starter and without the need to be directed • Brilliant communication skills with ability to negotiate and manage vendor relationships
PROFESSIONAL EXPERIENCE Walter Reed Bethesda Medical Center, Bethesda • MD 2010 — Present Financial Management Technician Provide financial oversight and comprehensive review of military pay transactions, special pay incentives, allowances and debt coFinancial Management Technician Provide financial oversight and comprehensive review of military pay transactions, special pay incentives, allowances and debt cofinancial oversight and comprehensive review of military pay transactions, special pay incentives, allowances and debt collection.
Providing ambitious, driven and results orientated candidates with a fantastic basic salary of between # 18k and # 20k (depending on experience), comprehensive training and development along full unbeatable financial and professional incentives.
Extensive experience in consolidating financial results and metrics, performing comprehensive variance analysis and producing accurate reports to executives.
Talented senior - level executive with comprehensive experience in financial analysis, budgeting / forecasting, strategic planning and impact analysis of corporate and financial initiatives.
C - Level Healthcare Executive Diversified background, experience, qualifications and proven results as Chief Executive Officer, President, Chief Financial Officer and Chief Operating Officer Comprehensive foundation as a strategic and tactical leader, reporting directly to the Board of Directors Certified Public Accountant with five years» experience in public accounting and auditing Unique combination of financi...
Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner
Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat business
Experience WADDELL & REED, NAPERVILLE, ILLINOIS Financial Advisor, 2009 - Present • Advise individuals regarding insurance coverage and make recommendations concerning securities after a comprehensive portfolio evaluation.
Sales Manager — Duties & Responsibilities Provide operational support across a wide variety of industries Responsible for product inventory, pricing, sales, and logistics Oversee company financials through QuickBooks and Point of Sale Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct buying operations to locate and secure quality materials at affordable prices Negotiate and execute contracts with C - Level decision makers Train staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Plan and execute successful special events including grand openings, graduations, etc.. Provide administrative assistance including phones, data entry, and reception as needed Perform legal research assisting attorneys with varied caseloads Represent company brand with poise, integrity, and positivity
Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents
Professional Experience Danville Centre for Health and Rehabilitation (Danville, KY) 2008 — Present Community Liaison (2010 — Present) Admission and Marketing Director (2008 — 2010) • Marketed specialty clinical programs for 500 multi-site nursing home beds in Central Kentucky • Designed and implemented comprehensive marketing campaigns including all collateral materials • Generated significant sales through marketing, special events, in - person sales, and other tactics • Trained junior team members in corporate policies and customer service and sales best practices • Successfully secured admissions to 106 bed skilled nursing facility through customer relations and sales initiatives • Set and strictly adhered to departmental budget ensuring efficient and effective operations • Responsible for business plan development, financial oversight, staffing, and team training • Supervised Admissions Assistant and the «Angel Care» resident advocacy team program
Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership