Sentences with phrase «comprehensive financial management service»

WorthFM — An all - digital, low - cost, and comprehensive financial management service, WorthFM was created by women for women (although anyone is welcome to invest with them).

Not exact matches

A monthly survey, conducted in association with Markit, a leading global financial information services company, and the Supply Chain Management Association (SCMA), the RBC PMI offers a comprehensive and early indicator of trends in the Canadian manufacturing sector.

Alternatively, working with a high - quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove service that made comprehensive tax, estate, and portfolio planning easier, might have made it possible to achieve financial independence and multi-generational wealth much more quickly.

Comprehensive financial planning services include: investment management, retirement, tax and college planning, charitable giving and insurance services, and more.

In the event your needs extend beyond wealth planning and investment management, we offer a comprehensive collection of financial services.

Wealth management is a discipline that combines several areas of financial services and rolls them into a single comprehensive package that's designed to address the entirety of an individual's financial life.

The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Mmanagement services concentrated in Comprehensive Financial Planning and Investment ManagementManagement.

Integrated service areas The team deliver a comprehensive range of services across six integrated service areas: Business support (including healthcare and financial control); campus support (which deals with things like emergency response and CCTV; catering; customer service; housekeeping; and property services (covering issues like maintenance, space planning and energy management).

The initiative focuses on comprehensive overhaul of systems that contribute to student achievement, with individual teams led by assistant superintendents, the chief financial officer, the director of pupil services and the chief human resources officer — Joseph Pettiford — who is responsible for implementing hiring, onboarding, management, evaluation and professional learning processes designed to empower educator effectiveness and student performance.

If you have more complex financial needs, we offer comprehensive wealth management advice and services.

As your financial advisor, they provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estateManagement provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement, financial planning, and trust and estate planning.

The Wealth Management segment provides comprehensive financial services to wealthy private clients around the world except those served by Wealth Management Americas.

Our financial services include investment management and comprehensive financial planning.

Commencement Financial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial seFinancial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial sefinancial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial sefinancial settlement.

U.S. Bank provides comprehensive wealth management services including financial planning, investment management, trust and fiduciary services and private banking.

Michael R. Miley, CRPC at Ameriprise Financial Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717)Financial Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717) Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717)financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717) services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 [phone]

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.

Because of that, Shah said an equine veterinarian should look for a CPA who can provide a comprehensive set of services, «including accounting, tax and business financial management services.

The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Mmanagement services concentrated in Comprehensive Financial Planning and Investment ManagementManagement.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estateManagement provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement, financial planning, and trust and estate planning.

We also assist high net worth individuals and accredited investors with comprehensive financial advisory services, strategic portfolio allocation, risk parity investment guidance and wealth management services.

He has assisted financial services clients to perform comprehensive AML risk assessments and develop Anti-Fraud risk management frameworks, establish AML compliance programs and governance structures, establish and develop transaction monitoring capabilities.

Akerman's Fraud and Recovery Practice Group provides comprehensive fraud management services, representing insurers, retailers, investors, financial institutions, and others affected by organized fraud.

SUMMARY Risk Management executive with comprehensive Financial Services experience as a risk manager, software vendor, and consultant.

Provides comprehensive finance service like income and expenditure management, production of management accounts, and maintenance of financial systems

FirstLink is a one - source (retail) banking security solutions provider delivering a comprehensive line of products and services ranging from financial equipment sales to on - site survey analysis and full, life - cycle management service / testing, as well as complete system maintenance plans for all your banking needs.

Comprehensive Accounting and Financial Recruiting Services for Executives and Management in Southern California.

With a comprehensive client approach to Accounting and Financial Recruiting, Titan Executive Search Partners offers complete executive, management and professional search services in Southern California.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estateManagement provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement, financial planning, and trust and estate planning.

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

Aided with comprehensive financial solutions, including debt and equity capital raising, strategic advisory services and financial risk management.

Vertical Wealth Management offering comprehensive Wealth Management, Financial and Retirement Planning Straightforward service, plainspoken advice.

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 Duties & Responsibilities Determined client financial goals and created comprehensive investment strategies Recommended funds, allocation percentages, and risk management products Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and efficient manner

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform 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 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 Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity

Professional Experience Chase Investment Services (Charleston, WV) 06/2008 — Present Financial Advisor • Served as Financial Advisor for multiple branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals aFinancial Advisor • Served as Financial Advisor for multiple branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals aFinancial Advisor for multiple branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals afinancial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals afinancial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals afinancial plans tailored to individual goals and values

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership 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 industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Computer Operations Technician — Duties & Responsibilities Direct information technology department ensuring effective and efficient operations Recruit, train, and supervise computer technicians and administrative personnel Responsible for department budgets, project timelines, and team workflow Assist in the design, launch, and management of multiple data centers Proficient in the operation, repair, and maintenance of complex computer hardware and software Develop significant experience with financial applications and business platforms Oversee system security and performance enhancements to exceed industry standards Utilize cost cutting measures in the backup of valuable company data Perform staff evaluations to set professional goals and recognize exceptional service Serve as a liaison between the information technology team and senior leadership Present reports regarding information technology best practices and proposed system upgrades Develop a rapport with company personnel and deliver exceptional service Study industry literature to become an expert on emerging technologies Maintain comprehensive records detailing service calls, system updates, and other pertinent data Represent company brand with positivity, professionalism, and dedication

The voluntary program connects families with comprehensive family - focused services, including case management, resource referral, home - based visits, collaborative goal - setting, financial coaching and one - time financial assistance.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estateManagement provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement, financial planning, and trust and estate planning.

BRES's portfolio of services continues its role as the most comprehensive commercial real estate firm in Kansas City by providing and specializing in: real estate brokerage services, tenant representation, investment services, asset and property management, economic incentives consultation, financial services, construction and development services, and the Block Funds.

U.S. Bank provides comprehensive wealth management services including financial planning, investment management, trust and fiduciary services and private banking.

The office offers a comprehensive suite of commercial real estate services including tenant representation, agency leasing, financial and advisory services, capital markets, project management and development services.