Sentences with phrase «creation of account management»

Not exact matches

We put together a short video on this NASDAQ 5000 phenomenon and how it figured into the creation of our ETF separate account management structure back in 1999.

She is currently co-chairwoman of the STEP Swiss & Liechtenstein Federation and has qualifications in company law and practice, international trust management, trust administration and accounts, and trust creation.

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

We focus on all facets of the foodservice industry, from market research and sales to account management, data analytics, content creation and more.

ICPF is dedicated to the continued creation and building of partnerships within the education community, the advancement of corrugated curriculum, the expansion of student internships within the industry and the promotion of corrugated packaging & displays career opportunities for packaging science, packaging design, graphic design, sales & marketing, business, finance & accounting, supply chain management, engineering, environmental science, technical and related graduates.

Spare parts management: software for the creation of spare parts catalogue, sales catalogue, electronic parts catalogs and spare parts, consultation over Create an account or log into Facebook.

We get you there through historical based education, investment planning tailored specifically to you, holistic portfolio management that includes ALL retirement accounts, and the creation & management of a long - term stock portfolio.

For all games and services incorporating orbit digital rights management technology, a permanent broadband internet connection and the creation of a Koch Media account might be necessary to play said games or access said services at any time.

Our client Web site template is flexible and can be customized with branding options, sponsorship opportunities, member pages for management and creation of accounts, a map of stations with real - time updates on available bikes and docks, informational pages about your bike share system, and member statistics such as trips for a given period ad total number of trips.

Let's look at the primary apps that lawyers need on a computer / device to run his or her practice: — Communication apps (email, texts, instant messaging, videoconferencing)-- Document management (creation, editing, collaboration)-- Practice management (time entries, invoicing, calendar, contacts, tasks)-- Financials (bank accounts, bookkeeping, expense tracking) Are there meaningful options to tackle all of these items on the iPad?

PROPEL MARKETING, Baltimore, MD (6/2012 to Present) SEO Specialist • Confer with clients to determine their sear engine optimization needs • Plan and execute SEO programs such as opportunity analysis, campaign and planning and auditing and management • Provide tactical SEO recommendations to clients pertaining to product launches, website updates and locale - specific content optimization • Ascertain that webpages and applications adhere to SEO best practices • Work with marketing and communications staff to guide them about SEO and content creation efforts • Handle competitive marketing analysis and strategize and execute SEO campaigns for clients» sites • Create and upload compelling, keyword - optimized content for websites, blogs and articles • Conduct periodic audits for clients» accounts and provide troubleshooting and technical support • Manage team of outsourcers and outreach efforts and report on program performance

Summary: Meticulous and driven Account Specialist with 5 + years of hands - on experience in client account creation and manaAccount Specialist with 5 + years of hands - on experience in client account creation and manaaccount creation and management.

• Prepare account reconciliations for assigned balance sheets and incoming statement accounts • Process transactional accounting data such as payroll, cash management and payables • Assist in the monthly closing of accounts, paying special attention to minimizing discrepancies • Analyze transactions and standards related to manufacturing processes • Assist in the analysis of inventory and reconcile general ledgers to sub-ledgers • Ascertain procedural consistency in all accounting processes and procedures in inter-company recording • Assist in the preparation of annual budgets, forecast and long - range planning • Handle travel and entertainment expense processing and provide oversight to the creation and maintenance of purchase orders

Accomplishments * Securing the largest sales account Eddie Deen Catering history * Securing 6 American Cancer Society events in one year * Management and Leadership skills * Supervised creation of marketing strategies / plans for WinStar Casino * Gross Sales in one year 3.3 million

KEY QUALIFICATIONS * Ten years of experience managing accounts * Accounts Payable and Accounts Receivable experience * Bookkeeping, Records and Inventory Management * Outstanding Administrative Skills - Report & Document Preparation * Financial Statements Preparation - Spreadsheet & Database Creation * Procurement, Vendor Relations - Established and improved client communications maintained relationships * Teambuilding, Supervisi...

SUMMARY OF QUALIFICATIONS * New Business Development * Strategic Account Management * Consultative / Complex / C - Level Sales Solutions * Vertical Market Penetration * Pipeline Management * Compelling Proposal Creation * Presentation / Facilitation Skills * Consistent Delivery of Performance Targets * Negotiations * Contracts * RFP / RFQ Management * Sales Forecasting * P&L / Budget Management * Process Improvement / TQM * Needs Assessment * Vendor Re.OF QUALIFICATIONS * New Business Development * Strategic Account Management * Consultative / Complex / C - Level Sales Solutions * Vertical Market Penetration * Pipeline Management * Compelling Proposal Creation * Presentation / Facilitation Skills * Consistent Delivery of Performance Targets * Negotiations * Contracts * RFP / RFQ Management * Sales Forecasting * P&L / Budget Management * Process Improvement / TQM * Needs Assessment * Vendor Re.of Performance Targets * Negotiations * Contracts * RFP / RFQ Management * Sales Forecasting * P&L / Budget Management * Process Improvement / TQM * Needs Assessment * Vendor Re...

Unique combination of GL accounting with schedules, month end close, operations and data management experience includes the creation and execution of accounting and operational procedures to parallel overall business strategies.

Professional Duties & Responsibilities Directed creation and implementation of multiple nationwide sales campaigns Increased sales in participating markets by 275 % resulting in $ 7 million profit Secured accounts with minimum annual income streams of $ 250,000 Recognized by senior management as a leader in company revenue generation Coordinated efforts across all company divisions ensuring effective operations Assisted Executive Team with formation and deployment of marketing collateral Trained sales representatives in best practices increasing team efficacy Built lasting relationships with major industry and governmental figures Represented client interests in legislative hearings and governmental meetings Provided oversight to company finances ensuring profitable operations Reviewed contracts and agreements for accuracy and to protect company interests

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network

Homes.com Social Fuel takes care of your social strategy by providing you with everything from account setup, post creation, engagement, and Facebook Ad management.

Homes.com Social Fuel takes care of your social strategy, providing you with everything from account setup, post creation, engagement, and Facebook Ad management.

Homes.com Social Fuel takes care of your social strategy by providing you with everything from account setup, post creation, and Facebook Ad management.

Homes.com Social Fuel takes care of your social strategy by providing you with everything from account setup, post creation, engagement, and Facebook ad management.