Sentences with phrase «consult an experienced financial»

With so many plans available, it may be helpful to consult an experienced financial professional who can help you select a plan and pick your plan investments, giving you peace of mind.
To get a good senior citizen's health insurance policy in tune with your specific needs, budget and requirements, it is advisable to consult an experienced financial / insurance advisor specializing in health insurance.

Not exact matches

He has over 20 years experience in manufacturing, business consulting and financial services.
Volumes of research from global consulting firms coupled with my own experiences as a business owner and consultant point to the fundamental belief that there is a distinct correlation between culture and financial performance.
Bev has over 30 years of experience in internal and external consulting with Fortune 500 companies in industries such as communications, financial services, oil and gas, health care, fast - moving consumer goods, retail, manufacturing, and distribution.
He brings more than 30 years of experience to his role, consulting with the firm's clients and its Management Committee regarding business development opportunities with its global financial intermediaries.
Alan has 20 years of financial and consulting experience, having served as Director of the Interfunctional Management Consulting Program at Rutgers Graduate School of Management, a program he helped build into one of the largest business school - based management consulting practices in the country.
Matthew has experience in a wide range of financial services including tax, bookkeeping, audit, consulting, transaction advisory, and more.
Kim Worrall is a CPA, CA with over 30 years of business consulting and financial management experience.
everyone reading this — this is all from personal experience — this is a great place to get your car and also get amazing consulting and financial advice which will really help you out in the long run!!
You should consider consulting a qualified independent credit counselor or other experienced financial adviser regarding the rate, fees, and provisions of this mortgage loan before you proceed.
Richard Dunwoody has 30 years experiences providing consulting services to the financial services industry through AFO Venture Group.
You'll want to consult with an experienced bankruptcy attorney in your area before deciding to file — our member attorneys can help you get back on your feet and toward a healthy financial path.
Whatever you do, before making major, life - changing financial decisions, consider consulting a trained, experience attorney.
This is an area where I would definitely recommend you consult a tax accountant or financial adviser with a lot of tax experience.
Advising and consulting since the financial crisis, Marshall has hands - on experience with how activist investors and hedge funds view special situations in the stock.
So, I was also experiencing new financial instruments like exchange - traded funds, which are innovations, low - cost, almost zero trading commissions and I started to see over time, what the methods of the large endowments and foundations and successful retirement pools, the institutions that Burt has spent his life consulting with those can now be brought down to every day investors and that's why I got the entrepreneurial bug again and got back into the game of running a company that, this time, was a convergence of software and financial technology.
For example, Damian Ornani at Fisher Investments manages the financial consulting firm and his experience, along with other Senior Managers, specializing in investments and retirement saving, and how to help you achieve your financial goals.
The Board has concluded that Ms. Patmore should serve as trustee of the Trust because of her experience serving as chief financial officer and executive vice president of First Data Payment Business and First Data Corporation, as well as her knowledge of and experience in management consulting.
Echelon Analytics is comprised of a number of leaders in the financial consulting area, including significant experience in intellectual property infringement damages.
Lance Gunderson has over 22 years of experience in financial and litigation consulting.
In addition to consulting experience, Alice has worked in - house as financial crime compliance professional.
Given the complications that may arise in such cases, you should also be sure to consult a personal injury attorney experienced in handling birth injury cases if you wish to pursue financial compensation for the injury to your child.
By consulting a wrongful death lawyer with considerable experience in fatal accident cases, you may be able to obtain a settlement for the significant loss you have endured so that you and your family can move forward without a financial burden.
If you've suffered serious financial damages because of the actions of a large agricultural company, consulting with an experienced attorney is you best course of action.
In April, FTI Consulting launched a forensic and litigation consulting unit in South Africa, where it has been operating since 2005, by hiring five senior specialists with financial disputes experience.
Oliver's experience includes: defending global investment banks in High Court proceedings brought in relation to complex financial products and transactions; acting for an international consulting firm in High Court proceedings brought by the trustees of a pension scheme; acting for a UK financial services provider in relation to a major loss of customer data; acting for an insurer in arbitration proceedings relating to an insurance coverage dispute; acting for a global custody bank on an investigation in relation to client overcharging on asset portfolio transitions; and acting for a UK financial services group in relation to legal and regulatory issues arising from a major misstatement in its published accounts.
Drawing upon our years of experience representing financial institutions and lenders regarding real estate related matters, as well as developer / builder borrowers, our lawyers are frequently consulted about the financing of various acquisitions.
With years of combined experience as academics, consultants, and regulators in financial economics, CRA's financial economics experts have been retained as consulting and testifying experts in a wide variety of financial economics regulatory, consulting, and litigation matters, including fair lending compliance, credit risk, automobile lending, credit cards, debit cards, credit scoring, interchange fees, mortgage lending, international mortgage markets, and securitization.
FTI Consulting has established a forensic and litigation consulting unit in South Africa, hiring five senior specialists with experience in financial disputes and fraud matters.
Chris has been a leading practitioner and pioneer in the field of professional firm business management for almost 20 years, building his experience in legal, accounting, consulting, financial services and outsourced services organizations.
He has 13 years of experience of developing consulting and software solutions in financial modelling, pricing and risk analytics for the insurance, pension and asset management communities.
With a background in taxation and financial consulting, Alia Nikolakopulos has over a decade of experience resolving tax and finance issues.
Profile * 42 years of diverse financial experience * 19 years of banking (lending, credit, loan workout business development) * 6 years of regulatory & consulting experience (RTC and Fact Witness) * 17 years of city government (Community Development & Housing) * MBA, CPA, CPM, CFE, FCPA, CDFA * Proven leadership in startups and large organizations Key Achievements * Two personal community development awards (City of Waco) *...
Accomplished human resources professional and recruiter with executive and professional - level experience in healthcare, insurance, financial services, consulting, and entertainment industries.
I am a self - driven and outgoing graduate who has experiences in Marketing Research, Sales and Financial Valuation with a strong interest in management consulting and banking.
Experience leading audit engagements (from start to finish) with a large multi-national, financial services (brokerage, asset management, or investment consulting) or Big 4 firm is preferred.
Fast - growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full - time opportunities for experienced consultants at the junior through senior... More
In addition have experience as secretary / receptionist with an executive management / search consulting firm, reality firms, and financial management company.
Kim Worrall is a CPA, CA with over 30 years of business consulting and financial management experience.
Our recruiters have experience in everything from general accounting to financial transformation to property tax consulting, giving you the experience you need to qualify candidates that can do the job.
PROFESSIONAL EXPERIENCE 2004 to Present: Scroll Capital Partners LLC, Ann Arbor, MI Extensive capital and consulting expertise to acquire financial backing and manage controlling positions in companies with sales of $ 5M to $ 50M with extensive expertise in joint ventures, mergers, and acquisitions — owning and directing the following companies: 2008 to 2010: Owner — Primary Physicians Research, Inc.. Clinical Trials company boasting 22 locations, and placing 24,000 patients into more than 200 vaccine and pharmaceutical trials.
If you're an accountant or financial advisor, try consulting friends or family members and documenting your experiences and results in your resume.
Over 20 years of experience in the financial services industry in card program and portfolio management; marketing, operations and product development / management for credit, cobranded, affinity, debit, prepaid, stored value and chip card products; sales management, co-brand contract experience and consulting with a focus on strategic planning and product innovation.
Information Technology professional with experience in financial, insurance, healthcare, e-commerce, non-profit, pharmaceutical, management consulting, and federal government verticals.
Summary Dynamic CPA with over 20 years of experience in tax consulting and financial coaching.
SUMMARY Experienced professional in healthcare consulting and program management with proven accomplishments in managing large clinical / financial system implementations.
Introduction Accomplished Senior Financial Analyst with over ten years of financial experience in quantitative analysis, budgeting, forecasting, accounting, and financial modeling with Fortune 500 Companies serving the consulting, health & benefits administration, and pharmaceutical inFinancial Analyst with over ten years of financial experience in quantitative analysis, budgeting, forecasting, accounting, and financial modeling with Fortune 500 Companies serving the consulting, health & benefits administration, and pharmaceutical infinancial experience in quantitative analysis, budgeting, forecasting, accounting, and financial modeling with Fortune 500 Companies serving the consulting, health & benefits administration, and pharmaceutical infinancial modeling with Fortune 500 Companies serving the consulting, health & benefits administration, and pharmaceutical industries.
Seasoned marketing professional with more than 20 years of experience in corporate, agency and not - for - profit environments across various industry segments: consulting, financial services, electric utilities, software, U.S. military and transportation / logistics.
With a background in taxation and financial consulting, Alia Nikolakopulos has over a decade of experience resolving tax and finance issues.
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