Created and executed short and long - term customized
comprehensive financial strategies to reach company goals.
Created and executed short and long - term customized
comprehensive financial strategies to reach company goals and exceed client standards
Create and execute short and long - term customized
comprehensive financial strategies to reach company goals.
That's why it's important to develop
a comprehensive financial strategy today.
Has your advisor created a written
comprehensive financial strategy encompassing tax strategies, investment allocation, retirement income planning, and risk management?
Working together, we'll customize
a comprehensive financial strategy that revolves - and evolves - around what matters most to you.
Your HSBC financial professional1 can help you create an insurance package that is part of
a comprehensive financial strategy.
Not exact matches
As an investment advisory specializing in
comprehensive financial and investment planning, we can provide our clients with innovative
strategies and solutions that are transparent and consistent with their goals.
Your Edward Jones advisor can help you build a
comprehensive strategy to help you reach your long - term
financial goals.
The only
comprehensive retirement training organization in the
financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming
strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies de
strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a
comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming
Strategies de
Strategies designation.
Additionally, we will work closely with your
financial advisor and other estate and tax professionals to develop a
comprehensive strategy for your situation and goals.
Keeping up with these
strategies can sometimes be challenging, and it may be helpful to seek professional advice to develop a
comprehensive financial plan that includes college savings.
Sub-advised by Wellington Management Company LLP («Wellington»), this actively managed ETF delivers a core fixed income
strategy and adds to a growing and
comprehensive suite of investing tools for
financial advisors and their clients.
Dan Evertsz «The College Money Pro» says, there are
comprehensive college
financial aid and funding
strategies to help...
Dan Evertsz «The College Money Pro» says, there are
comprehensive college
financial aid and funding
strategies to help you successfully get students into the RIGHT college (and OUT!)
Boston, MA About Blog Celent, an international
financial research and consulting firm, helps
financial institutions formulate
comprehensive business and technology
strategies.
Rebalancing is an essential component of any
comprehensive investment
strategy and will help you avoid undue shifts in your portfolio due to
financial market trends.
However, that misconception is quickly dissipating as more and more
financial planners and retirement advisors have begun recommending reverse mortgages as part of a
comprehensive retirement
strategy.
Henssler
Financial Principal, Bil Lako, CFP ®, explains the firm's comprehensive financial planning strategy, The Ten Y
Financial Principal, Bil Lako, CFP ®, explains the firm's
comprehensive financial planning strategy, The Ten Y
financial planning
strategy, The Ten Year Rule.
As an investment advisory specializing in
comprehensive financial and investment planning, we can provide our clients with innovative
strategies and solutions that are transparent and consistent with their goals.
Experienced In: Asset Preservation
Strategies, Tax Minimizations, Retirement Planning,
Comprehensive Financial Planning
Whether you're saving for a house or your child's education, paying down your own student loan debt, or planning for retirement, I can help you organize your
financial strategy with
comprehensive ongoing
financial planning.
As Vice President of Paramount
Financial Advisors, Henry Monahan combines a
comprehensive understanding of sophisticated and proven retirement
strategies with a deep passion for helping families achieve their retirement goals.
He assists them with their
financial goals by following decisions they make, and he creates retirement paths using tools and
strategies that add strength and synergy to a
comprehensive and complete plan.
ASIC's MoneySmart Teaching is a
comprehensive strategy to develop consumer and
financial literacy capabilities in young Australians.
Let one of our certified
financial planners help you create a
comprehensive strategy for your current and future
financial state
MoneySmart Teaching is a
comprehensive strategy to develop consumer and
financial literacy capabilities in young Australians.
But assuming you're looking for in - depth
comprehensive advice — say, to develop an overall saving and investing
strategy to put you on track to a secure retirement — you probably want a
financial planner who holds the highly regarded Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFc) des
financial planner who holds the highly regarded Certified
Financial Planner (CFP) or Chartered Financial Consultant (ChFc) des
Financial Planner (CFP) or Chartered
Financial Consultant (ChFc) des
Financial Consultant (ChFc) designation.
According to Dennis Nolte,
financial planner at Winter Park and senior vice president at Capital Guardian Wealth Management, the public must have a
comprehensive strategy to handling college expenses, in order to lessen their dependence on student loans.
Our team of highly qualified Wealth Advisors will work with you to develop a sound protection
strategy that can be integrated into a
comprehensive financial plan targeting your personal or business goals.
Indianapolis, Indiana About Blog At Bedel
Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support that plan and help you achieve yo
Financial we define
comprehensive wealth management as the alignment of a thorough plan of action for your
financial future and the corresponding investment strategy to support that plan and help you achieve yo
financial future and the corresponding investment
strategy to support that plan and help you achieve your goals.
Boston, MA About Blog Celent, an international
financial research and consulting firm, helps
financial institutions formulate
comprehensive business and technology
strategies.
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.
«When organizations had access to unlimited to
financial resources, dealing with the combination of corporate data growth and surging electronic discovery requests was fairly simplistic: hire more people to complete complex tasks such as first pass and
comprehensive reviews,» said Brian Babineau, senior industry analyst with Enterprise
Strategy Group.
For six months, our cohort of companies will be immersed in an intensive residency program that assists us in building
comprehensive sales, marketing, and
financial strategies by connecting them with world - class advisors and CEOs from Vancouver's leading tech companies.
In a
comprehensive and easy - to - read legal guide on Brexit, the Bar Council also tells the Government it should defend employment rights of UK workers, make a
strategy to keep London as the global centre for
financial services, and write up a solid «Plan B» in case no deal is reached with the EU two years after Article 50 is triggered.
Obtaining a financially focused MBA degree and attaining
comprehensive knowledge in
financial planning, investment
strategies, and market research and analysis.
From preparing returns and reconciling accounts to conducting research and recommending optimal tax and
financial strategies, I excel in providing
comprehensive oversight of tax accounting operations.
Indianapolis, Indiana About Blog At Bedel
Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support that plan and help you achieve yo
Financial we define
comprehensive wealth management as the alignment of a thorough plan of action for your
financial future and the corresponding investment strategy to support that plan and help you achieve yo
financial future and the corresponding investment
strategy to support that plan and help you achieve your goals.
Expertise in all facets of accounting cycle with success in producing
comprehensive financial reports to influence decision - making and recommending
strategies to improve
financial results.
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
Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide
financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics 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 Maintain
comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner
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
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs 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 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 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 Make cold calls in a courteous, yet assertive manner that translates to sales results 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 project
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs 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 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 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 Make cold calls in a courteous, yet assertive manner that translates to sales results 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 project
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs 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 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 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 Make cold calls in a courteous, yet assertive manner that translates to sales results 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 project timelines
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied
financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial portfolios for more than fifty clients Generate record sales of
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain
comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity
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
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
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