Sentences with phrase «equity product manager»

«We believe that the amortizing payment option is in the best interest of our customers,» says Kelly Kockos, a senior vice president and home equity product manager at Wells.

Not exact matches

Clockwise from left: Hannah Grove, Chief Marketing Officer; Karen Keenan, Chief Administrative Officer; Liz Roaldsen, EVP, responsible for leading the Beacon digital transformation initiative; Lynn Blake, Chief Investment Officer of Global Equity Beta Solutions; (on monitor from Dublin) Susan Dargan, Management and future development, offshore business and Alternative Investment Services; (on monitor from London) Maria Cantillon, EVP and Global Head of Alternative Asset Managers Solutions; Martine Bond, EVP for Trading and Clearing; Kim Newell, EVP and head of Global Markets Europe, Middle East and Africa, State Street; Brenda Lyons, Head of the Specialized Products Group; Kathy Horgan, Chief Human Resources and Citizenship Officer; and Lori Heinel, Deputy Global Chief Investment Officer.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

NWQ's core product is its fiduciary fund, which invests across a portfolio of Australian cash, fixed income and equities managers.

Prior to Avanti, Mr. Scal served as Executive Vice President and a member of the board of directors of CamelBak Products LLC, an outdoor equipment company, Senior Vice President at Kransco Partners LLP, a private equity firm, Director of Business Development at Kransco Group Companies, a toy company, Director of Development at Visa International, a financial services company, Product Manager at General Mills, a food products company, and as an analyst at Cambridge AssProducts LLC, an outdoor equipment company, Senior Vice President at Kransco Partners LLP, a private equity firm, Director of Business Development at Kransco Group Companies, a toy company, Director of Development at Visa International, a financial services company, Product Manager at General Mills, a food products company, and as an analyst at Cambridge Assproducts company, and as an analyst at Cambridge Associates.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Conversation catalysts: Arjan De Boer, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management Lavanya Chari, Managing Director, Head of Global Products & Solutions, Asia Pacific, Deutsche Bank Wealth Management Mark Tinker, Head of Framlington Equities Asia, AXA Investment Managers Asia Ltd Nick Ring, Global Head of Distribution, Jupiter Asset Management Rajesh Manwani, Head Markets and Advisory Solutions Asia, Julius Baer Soon Chong Lim, Managing Director, Regional Head of Investment Products & Advisory, Consumer Banking Group and Wealth Management, DBS Bank

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Furthermore, with US equity markets reaching new highs and the interest - rate environment looking negative for bonds, we believe investors will seek out product offerings from alternative managers that can offer access to alpha2 across alternative asset classes.

Prior roles at MFS include institutional equity portfolio manager of the firm's global and international equity portfolios and product manager.

Product Manager of US Equities at Schroders, Sarah Bratton Hughes, provides a review of the Fund's 1Q18 performance and outlook.

Annuities Auction Rate Securities Business Development Companies Callable Security Lotteries at Baird Certificate of Deposit Disclosure Closed End Funds and UITs Exchange Traded Products Fixed - Income Securities Featuring a Survivor's Option (or «Death Put») Foreign Transaction Taxes Fund of Hedge Funds Hedge Funds Investing in Bonds Investment Managers» Placement of Client Trade Orders and Their «Trade Away» Practices IPOs Leveraged and Inverse Funds Managed Futures MLPs MLPs - The Taxation of Master Limited Partnerships FAQs Municipal Bonds Mutual Funds Disclosure Non-Exchange Traded Equity Securities Non-Rated, Split - Rated, and Below Investment Grade Securities Private Equity Funds REITs Rollover IRAs Securities in the Lowest Investment Grade Category Structured Products Variable Rate Demand Notes

As the lead equity portfolio manager for the International / Global Opportunities Team, Nicolas is focused on managing global equity portfolios, including the firm's Global Opportunities, International Opportunities, and Global Horizons products.

Amie Ko is a product manager for Research Affiliates» asset allocation and active equity strategies, responsible for creating educational and marketing content, developing messaging, and conducting analytics in support of these strategies.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

«Someone who is less sophisticated and less attuned to equity investing is better off starting with a multi-factor product if they are moving away from trusting an active manager to smart beta.

Nearly one - third of managers also received several requests for their hedged equity and nontraditional bond products.

Chuck has over 30 years of investment experience and is currently a Senior Portfolio Manager on Baird Equity Asset Management's Mid Cap Growth product.

Ken has over 24 years of investment experience and currently serves as a Senior Portfolio Manager for Baird Equity Asset Management's Mid Cap Growth product covering financial services.

Tags for this Online Resume: Business Planning, Leadership, Management, P&L, Planning, Retail, Sales, Sales Management, Teamwork, sales, business development, account executive, account manager, Consumer Products, Food, Grocery, Retail Grocery, Foodservice, Pork, Protein, Ketchup, Condiments, Frozen, Tuna, Pet Food, Pasta, Pasta Sauce, Broker Management, WalMart, Kroger, Ahold, Distributors, Sysco, Startup, equity, Dairy

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Representative Assignments: Global HR Senior Manager: Automotive Parts Supplier Company CEO: Portfolio Company of Private Equity Fund CEO: Automotive Service Company Product Planning And Sales Promotion Manager: Japanese Commercial Bank Partner: Private Equity

Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and certificate of deposit accounts and explained options of each to member Prepared all paperwork and assisted members in signing of documentation Cross sold and created Visa check cards in branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety deposit box accounts Performed daily maintenance of the loan applicant database Entered and submitted applications to the loan officers for review and status decision Educated members on the variety of loan products and payment protection options Maintained up - to - date knowledge of credit union products and policies Exceeded cross sell percentage goals with consultative, value - focused customer serviceapproach Exceeded marketing goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following loan products: Home equities (fixed rate and HELOC's), ordered appraisals and flood certificates Auto loans Unsecured lines of credits VISA credit card lines.

Arrowhead Electronic Healthcare, Inc. (Austin, TX) 3/2008 — 8/2010 Manager, Customer Support and Corporate Facilities • Oversaw customer service operations and staff ensuring effective and efficient operations • Set team schedules, workflows, and documented compliance with all corporate policies • Trained junior team members in customer service best practices • Tracked and communicated performance metrics for customer service deliverables • Provided phone - based client and team training in various software applications • Studied internal literature to maintain an up to date knowledge of products and services • Maintained and updated Siebel CRM system ensuring information accuracy • Responsible for the Facility Security SOP and employee compliance • Managed the vendor relationship with the Equity Office of Property Management • Served as office manager ensuring a productive and adequately provisioned work environment • Assisted with payroll, benefit administration, and provided administrative support asManager, Customer Support and Corporate Facilities • Oversaw customer service operations and staff ensuring effective and efficient operations • Set team schedules, workflows, and documented compliance with all corporate policies • Trained junior team members in customer service best practices • Tracked and communicated performance metrics for customer service deliverables • Provided phone - based client and team training in various software applications • Studied internal literature to maintain an up to date knowledge of products and services • Maintained and updated Siebel CRM system ensuring information accuracy • Responsible for the Facility Security SOP and employee compliance • Managed the vendor relationship with the Equity Office of Property Management • Served as office manager ensuring a productive and adequately provisioned work environment • Assisted with payroll, benefit administration, and provided administrative support asmanager ensuring a productive and adequately provisioned work environment • Assisted with payroll, benefit administration, and provided administrative support as needed

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.

Attendees include: Developers and Builders; Owners; Real Estate Investors; Lenders / Equity Capital Sources; Products / Service Providers; Attorneys; Real Estate Brokers; Mortgage Bankers; Mortgage Brokers; and Property Managers.