Not exact matches
Your business plan should include a mission statement, a
company summary, an
executive summary, a
service or product offerings, a description
of a target market,
financial projections and the cost
of the operation.
«We're part
of a community
of companies that is helping [immigrant] customers understand the landscape
of financial services» in the U.S., said Raul Vazquez, chief
executive of Oportun.
According to the U.S. Small Business Administration, the main parts
of a business plan include the
executive summary, a
company description (what makes the
company unique), a market analysis (the competition and target demographics), the
company's structure, a description
of the
service or product line, the marketing and sales strategy,
financial projections — plus any additional useful information.
Jeff Aden,
executive vice president
of 2nd Watch, an AWS partner that helps
companies deploy applications to the cloud, said
financial services companies are definitely using it.
Prior to joining Apple, Mr. Maestri was
Executive Vice President, Chief
Financial Officer
of Xerox Corporation, a business
services and technology
company, from February 2011
On Deck's board
of directors includes experienced investors and
financial services executives, including James D. Robinson III, the former chairman and CEO
of American Express
Company and currently a general partner at RRE Ventures.
Flash Boys tells the tale
of a Canadian
financial services executive, Brad Katsuyama, who spotted a gigantic ripoff in the
financial markets and set up a
company he hoped would end it.
F.W. Cook compiles compensation data for the
financial services organizations the HRC considers our peers (Peer Group), and reviews with the HRC the
Company's
executive compensation programs generally and in comparison to those
of the Peer Group.
While the
company's revenue is still in early stages, the
company's goal is to become a
financial hub for a wide range
of financial services, said Britt, who was previously an
executive at Visa and chief product at Greendot.
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 Associates.
Mr. Stephen is Chairman and Chief
Executive Officer
of Stonecrest Capital Inc., a
financial services company specializing in corporate restructurings including multi party negotiations, corporate strategy, recapitalization, divestitures and acquisitions, cost reduction and efficiency initiatives.
«The appointment
of Gail brings a rare combination
of experience in the
financial services and technology sectors, having worked in both non-
executive and
executive roles at leading public and private growth
companies including Paypal, Macquarie, Eclipx, OneVue and Melbourne IT.»
She was previously
Executive Vice President, Personal
Financial Services and Wealth Management, HSBC Bank Canada and President and Chief
Executive Officer
of HSBC Trust
Company (Canada).
«Enabling and empowering Canada's innovators is critical to our country's long term prosperity, which is why we're proud to collaborate with OneEleven and support Canada's fastest growing tech
companies», says Greg Grice,
Executive Vice-President
of Business
Financial Services at RBC.
Although the
company's
executives initially paid plenty
of lip
service to the importance
of «the health and success»
of the community, they pulled their
financial support — which was supposed to last a year — for the kitchen after eight months, taking with them the $ 5,000 still left in the budget.
The race for Harris County district clerk pits Marilyn Burgess, chief
financial officer for a fastener
company and a past
executive director
of the Texas PTA, against Roslyn «Rozzy» Shorter, an international
service manager.
A significant portion
of his donations came from donors in the real estate and
financial services industries, including
executives at firms such as Crown Acquisitions, Property Markets Group, the Riese Organization, CBRE, RFR Holdings» Aby Rosen, Hudson
Companies, Toll Brothers and Massey's own former firm Cushman and Wakefield.
Prem Watsa is the Chairman
of the Board
of Directors and the Chief
Executive Officer
of Fairfax
Financial Holdings Limited, a financial services holding company whose corporate objective is to achieve a high rate of return on invested capital and build long - term shareholder value, si
Financial Holdings Limited, a
financial services holding company whose corporate objective is to achieve a high rate of return on invested capital and build long - term shareholder value, si
financial services holding
company whose corporate objective is to achieve a high rate
of return on invested capital and build long - term shareholder value, since 1985.
He worked at McKinsey &
Company for five years and served as Chief Executive Officer of Tax One, a retail financial services company from 1999 t
Company for five years and served as Chief
Executive Officer
of Tax One, a retail
financial services company from 1999 t
company from 1999 to 2002.
The
company's 0.25 % advisory fee (or 0.5 %
of assets for Ellevest Premium, which includes access to Certified
Financial Planners and
executive coaching
services and requires a $ 50,000 account minimum) makes them highly competitive among robo - advisor rivals.
Orlagh Hunt is a Fellow
of the Chartered Institute
of Personnel Development, is a human resources
executive with extensive
financial services experience in firms such as Allied Irish Banks plc, RSA Group and Axa Life Insurance, as well as with a number
of FMCG and retail
companies.
Golden
Financial Services, a San Diego based debt relief
company, is looking to fill an immediate need with the addition
of a new Sales
Executive Assistant.
Fortune asked more than 3,000 senior
executives, directors and securities analysts to rate the ten largest
companies in their own industries on eight attributes
of reputation, using a scale
of zero (poor) to ten (excellent): quality
of management; quality
of products or
services; innovativeness; long - term investment value;
financial soundness; ability to attract, develop, and keep talented people; responsibility to the community and the environment; and wise use
of corporate assets.
In both instances, these
services or products may include:
company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance
of a particular
company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses
of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate
executives which provide a means
of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement
of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up
service between the investment adviser and the trading desk at the broker - dealer, message
services used to transmit orders to broker - dealers for execution, electronic communication
of allocation instructions between institutions and broker - dealers, comparison
services required by the SEC or another regulator (e.g., use
of electronic confirmation and affirmation
of institutional trades), exchange
of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching
of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.
In both instances, these
services or products may include:
company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance
of a particular
company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses
of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate
executives which provide a means
of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement
of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct
The Board has concluded that Mr. Patel should serve as trustee
of the Trust because
of the experience he gained serving as trustee
of the Schwab Funds and Laudus Funds since 2011, as
executive vice president, general manager and chief
financial officer
of a software
company, his
service on other public
company boards, and his experience serving as chair
of the Schwab Funds and Laudus Funds» Audit, Compliance and Valuation Committee.
Advised
financial services company concerning complex employment and
executive severance agreements, including plans to hire employees and groups
of employees from competing firms
Prior to her current business development, attorney recruiting and strategic planning role at Latitude, Candice served as Chief Ethics Officer & in - house counsel at multi-billion dollar
financial services companies, an
executive in a national legal
services company, a litigation attorney at a leading regional law firm, and as the founder
of a legal consulting firm.
Obtained a defense verdict in Massachusetts Superior Court in favor
of a multinational high - tech
services company and its Chief
Financial Officer in a case involving discrimination and retaliation claims brought by a former senior
executive seeking a seven - figure award.
Assisting a
financial services company in an internal investigation into regulatory breaches and the resulting dismissal
of a number
of directors and senior
executives.
Phil Anker: Bankruptcy / Restructuring (New York) Paul Architzel: Capital Markets: Derivatives (Nationwide); Capital Markets: Derivatives: Mainly Regulatory (Nationwide) Michael Bain: Private Equity: Venture Capital Investment (Massachusetts); Startups & Emerging
Companies (Nationwide) Keith Barnett: Real Estate (Massachusetts) Charlene Barshefsky: International Trade: Trade Remedies & Trade Policy (Nationwide) Michael Bevilacqua: Intellectual Property: Licensing (Massachusetts); Technology (Massachusetts) Molly Boast: Antitrust (New York) Mark Borden: Corporate / M & A (Massachusetts); Private Equity: Venture Capital Investment (Massachusetts) Jay Bothwick: Corporate / M & A (Massachusetts) Sean Boulger: Real Estate (Massachusetts) Peter Buckland: Venture Capital (California) Robert Burke: Tax (Massachusetts) A. William Caporizzo: Tax (Massachusetts) Patrick Carome: Media & Entertainment (District
of Columbia) James H. Carter: International Arbitration (Nationwide); International Arbitration: Arbitrators (Nationwide) David Cavanaugh: Intellectual Property (District
of Columbia) Steven F. Cherry: Antitrust (District
of Columbia); Antitrust: Cartel (Nationwide) Jason Chipman: International Trade: CFIUS Experts (Nationwide) Jamie Class: Banking & Finance (Massachusetts) Meredith B. Cross: Securities: Regulation: Advisory (Nationwide) Chris Davies: Securities: Regulation: Enforcement (Nationwide) Peter Dichiara: Intellectual Property (Massachusetts) Stephanie Evans: Corporate / M & A & Private Equity (District
of Columbia) Benjamin Fernandez: Intellectual Property (Colorado) Robert M. Finkel: Outsourcing (Nationwide); Technology & Outsourcing (New York) Mark Ford: Antitrust (Massachusetts) D. Reed Freeman: Privacy & Data Security (Nationwide) Craig Goldblatt: Bankruptcy / Restructuring (District
of Columbia) Andrew Goldman: Bankruptcy / Restructuring (New York) Jamie Gorelick: Government: Government Relations (Nationwide) Leon Greenfield: Antitrust (District
of Columbia) Robert Gunther: Intellectual Property: Patent (New York) Franca Harris Gutierrez:
Financial Services Regulation: Banking (Compliance)(Nationwide);
Financial Services Regulation: Consumer Finance (Compliance)(Nationwide) Jay Holtmeier: FCPA (Nationwide); Litigation: White - Collar Crime & Government Investigations (New York) Fraser Hunter: Litigation: Securities (New York) Paul Jakubowski: Real Estate (Massachusetts) Robert Keefe: Litigation: White - Collar Crime & Government Investigations (Massachusetts) Rachael Kent: International Arbitration (Nationwide) Robert Kirsch: Environment (Massachusetts) Jason Kropp: Corporate / M & A (Massachusetts); Private Equity: Venture Capital Investment (Massachusetts) Natalie Hanlon Leh: Intellectual Property (Colorado) Randall Lee: Litigation: White - Collar Crime & Government Investigations (California) William Lee: Intellectual Property (Massachusetts); Life Sciences: IP / Patent Litigation (Nationwide); International Trade: Intellectual Property (Section 337)(Nationwide); Litigation: Trial Lawyers (Nationwide) Yoon - Young Lee:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) Hal Leibowitz: Corporate / M & A (Massachusetts) Ron Machen: Litigation: White - Collar Crime & Government Investigations (District
of Columbia) Lori Martin: Litigation: Securities (New York); Securities: Regulation: Enforcement (Nationwide) William McLucas: Securities: Regulation: Enforcement (Nationwide) Ronald Meltzer: International Trade: Export Controls & Economic Sanctions (Nationwide) Elizabeth Mitchell:
Financial Services Regulation: Broker Dealer (Enforcement)(Nationwide) Joseph Mueller: Intellectual Property (Massachusetts) Thomas Mueller: Antitrust (District
of Columbia); Antitrust: Cartel (Nationwide) Bruce Newman:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) Stephanie Nicolas:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) Robert Novick: International Trade: Trade Remedies & Trade Policy (Nationwide) Amy Null: Employee Benefits &
Executive Compensation (Massachusetts) David Ogden: Litigation: General Commercial (District
of Columbia) William O'Reilly Jr.: Real Estate (Massachusetts) Andre Owens:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) Kimberly Parker: FCPA (Nationwide) William Paine: Litigation: Securities (Massachusetts) John Pierce: International Arbitration (Nationwide) Lisa Pirozzolo: Intellectual Property (Massachusetts) Benjamin Powell: International Trade: CFIUS Experts (Nationwide) Andrea Robinson: Litigation: Securities (Massachusetts) Julie Hogan Rodgers: Tax (Massachusetts) Jonathan Rosenfeld: Labor & Employment (Massachusetts) David Ross: International Trade: Trade Remedies & Trade Policy (Nationwide) Anjan Sahni: Litigation: White - Collar Crime & Government Investigations (New York) Ken Salazar: Natural Resources & Environment (Colorado) Matthew Schnall: Tax (Massachusetts) Hartmut Schneider: Antitrust (District
of Columbia) Mark Selwyn: Intellectual Property: Patent (California) Howard Shapiro: Litigation: White - Collar Crime & Government Investigations (District
of Columbia) John Sigel: Bankruptcy / Restructuring (Massachusetts); Banking & Finance (Massachusetts) Steven Singer: Life Sciences: Corporate / Commercial (Nationwide) Erin Sloane: FCPA (Nationwide); Litigation: White Collar Crime & Investigations (New York) Andrew Shipley: Government: Government Contracts (Nationwide) Andrew Spielman: Natural Resources & Environment (Colorado) Danielle Spinelli: Appellate Law (Nationwide); Native American Law (Nationwide) Wayne Stoner: Intellectual Property (Massachusetts) Tim Syrett: Antitrust (Massachusetts) Heather Tewksbury: Antitrust (California); Antitrust: Cartel (Nationwide) Keith Trammell: Corporate / M & A (Colorado) Naboth van den Broek: International Trade: Trade Remedies & Trade Policy (Nationwide) John Walsh: Litigation: White Collar Crime & Government Investigations (Colorado) Seth Waxman: Appellate Law (Nationwide); Native American Law (Nationwide) Harry Weiss: Securities: Regulation: Enforcement (Nationwide) David Westenberg: Corporate / M & A: Capital Markets (Massachusetts) Kimberly Wethly: Employee Benefits &
Executive Compensation (Massachusetts) Amy Wigmore: Intellectual Property: Litigation (District
of Columbia) Roger Witten: FCPA (Nationwide) Paul Wolfson: Appellate Law (Nationwide) Jonathan Yarowsky: Government: Government Relations (Nationwide) Heather Zachary: Telecom, Broadcast & Satellite (District
of Columbia); Privacy & Data Security (Nationwide)
Lawyer: Practice Area (Region) Phil Anker: Bankruptcy / Restructuring (New York) Michael Bain: Private Equity: Venture Capital Investment (Massachusetts); Startups & Emerging
Companies (Nationwide) Keith Barnett: Real Estate (Massachusetts) Charlene Barshefsky: International Trade: Trade Remedies & Trade Policy (Nationwide) Dan Berkovitz: Capital Markets: Derivatives (Nationwide) Michael Bevilacqua: Intellectual Property: Licensing (Massachusetts); Technology (Massachusetts) Molly Boast: Antitrust (New York) Mark Borden: Corporate / M & A (Massachusetts); Private Equity: Venture Capital Investment (Massachusetts) Jay Bothwick: Corporate / M & A (Massachusetts) Sean Boulger: Real Estate (Massachusetts) Robert Burke: Tax (Massachusetts) A. William Caporizzo: Tax (Massachusetts) Patrick Carome: Media & Entertainment (District
of Columbia) James H. Carter: International Arbitration (Nationwide); International Arbitration: Arbitrators (Nationwide) Steven F. Cherry: Antitrust (District
of Columbia); Antitrust: Cartel (Nationwide) Jamie Class: Banking & Finance (Massachusetts) Meredith B. Cross: Securities: Regulation: Advisory (Nationwide) Christopher Davies: Securities: Regulation: Enforcement (Nationwide) Douglas Davison: Securities: Regulation: Enforcement (Nationwide) Peter Dichiara: Intellectual Property (Massachusetts) Stephanie Evans: Corporate / M & A & Private Equity (District
of Columbia) Benjamin Fernandez: Intellectual Property (Colorado) Robert M. Finkel: Outsourcing (Nationwide); Technology & Outsourcing (New York) Mark Ford: Antitrust (Massachusetts) D. Reed Freeman: Privacy & Data Security (Nationwide) Craig Goldblatt: Bankruptcy / Restructuring (District
of Columbia) Andrew Goldman: Bankruptcy / Restructuring (New York) Jamie Gorelick: Government: Government Relations (Nationwide) Leon Greenfield: Antitrust (District
of Columbia) Robert Gunther: Intellectual Property: Patent (New York) Natalie Hanlon Leh: Intellectual Property (Colorado) Franca Harris Gutierrez:
Financial Services Regulation: Banking (Compliance)(Nationwide);
Financial Services Regulation: Consumer Finance (Compliance)(Nationwide) Jay Holtmeier: FCPA (Nationwide); Litigation: White - Collar Crime & Government Investigations (New York) Fraser Hunter: Litigation: Securities (New York) Paul Jakubowski: Real Estate (Massachusetts) Boyd Johnson: Litigation: White - Collar Crime & Government Investigations (New York) Robert Keefe: Litigation: White - Collar Crime & Government Investigations (Massachusetts) Rachael Kent: International Arbitration (Nationwide) Robert Kirsch: Environment (Massachusetts) Jason Kropp: Corporate / M & A (Massachusetts) William Lee: Intellectual Property (Massachusetts); Life Sciences: IP / Patent Litigation (Nationwide); International Trade: Intellectual Property (Section 337)(Nationwide); Litigation: Trial Lawyers (Nationwide) Yoon - Young Lee:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) Hal Leibowitz: Corporate / M & A (Massachusetts) James Lowe: Antitrust (District
of Columbia) Lori Martin: Litigation: Securities (New York); Securities: Regulation: Enforcement (Nationwide) William McLucas: Securities: Regulation: Enforcement (Nationwide) Ronald Meltzer: International Trade: Export Controls & Economic Sanctions (Nationwide) Thomas Mueller: Antitrust (District
of Columbia); Antitrust: Cartel (Nationwide) Bruce Newman:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) Stephanie Nicolas:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) Robert Novick: International Trade: Trade Remedies & Trade Policy (Nationwide) Amy Null: Employee Benefits &
Executive Compensation (Massachusetts) David Ogden: Litigation: General Commercial (District
of Columbia) William O'Reilly Jr.: Real Estate (Massachusetts) Andre Owens:
Financial Services Regulation: Broker Dealer (Compliance)(Nationwide) William Paine: Litigation: Securities (Massachusetts) Kimberly Parker: FCPA (Nationwide) John Pierce: International Arbitration (Nationwide) Lisa Pirozzolo: Intellectual Property (Massachusetts) Benjamin Powell: International Trade: CFIUS Experts (Nationwide) Andrea Robinson: Litigation: Securities (Massachusetts) Julie Hogan Rodgers: Tax (Massachusetts) Jonathan Rosenfeld: Labor & Employment (Massachusetts) Anjan Sahni: Litigation: White - Collar Crime & Government Investigations (New York) Ken Salazar: Natural Resources & Environment (Colorado) Matthew Schnall: Tax (Massachusetts) Mark Selwyn: Intellectual Property: Patent (California) Howard Shapiro: Litigation: White - Collar Crime & Government Investigations (District
of Columbia) John Sigel: Bankruptcy / Restructuring (Massachusetts); Banking & Finance (Massachusetts) Steven Singer: Life Sciences: Corporate / Commercial (Nationwide) Erin Sloane: FCPA (Nationwide); Litigation: White - Collar Crime & Government Investigations (New York) Andrew Spielman: Natural Resources & Environment (Colorado) Danielle Spinelli: Appellate Law (Nationwide); Native American Law (Nationwide) Wayne Stoner: Intellectual Property (Massachusetts) Tim Syrett: Antitrust (Massachusetts) Heather Tewksbury: Antitrust (California); Antitrust: Cartel (Nationwide) Naboth van den Broek: International Trade: Trade Remedies & Trade Policy (Nationwide) Seth Waxman: Appellate Law (Nationwide); Native American Law (Nationwide) Harry Weiss: Securities: Regulation: Enforcement (Nationwide) David Westenberg: Corporate / M & A: Capital Markets (Massachusetts) Kimberly Wethly: Employee Benefits &
Executive Compensation (Massachusetts) Amy Wigmore: Intellectual Property: Litigation (District
of Columbia) Roger Witten: FCPA (Nationwide) Jonathan Wolfman: Corporate / M & A (Massachusetts) Paul Wolfson: Appellate Law (Nationwide) Heather Zachary: Telecom, Broadcast & Satellite (District
of Columbia); Privacy & Data Security (Nationwide) Practice areas ranked in the 2017 edition
of Chambers USA: Nationwide Antitrust Antitrust: Cartel Appellate Law Capital Markets: Derivatives Corporate Crime & Investigations FCPA
Financial Services Regulation: Banking (Compliance)
Financial Services Regulation: Banking (Enforcement & Investigations)
Financial Services Regulation: Broker Dealer (Compliance & Enforcement)
Financial Services Regulation: Consumer Finance (Compliance & Litigation) Government: Government Relations Intellectual Property International Arbitration International Trade: Export Controls & Economic Sanctions International Trade: Trade Remedies & Trade Policy International Trade: CFIUS Experts International Trade: Intellectual Property (Section 337) Life Sciences Native American Law Privacy & Data Security Securities: Litigation Securities: Regulation Startups & Emerging
Companies California Intellectual Property Corporate / M & A: Venture Capital Colorado Intellectual Property District
of Columbia Antitrust Bankruptcy / Restructuring Corporate / M & A & Private Equity Intellectual Property: Litigation Intellectual Property: Patent Prosecution Litigation: General Commercial Litigation: White - Collar Crime & Government Investigations Media & Entertainment Massachusetts Antitrust Banking & Finance Bankruptcy / Restructuring Corporate / M & A Employee Benefits &
Executive Compensation Intellectual Property Litigation: General Commercial Private Equity: Venture Capital Investment Real Estate Tax Technology New York Bankruptcy / Restructuring Intellectual Property: Patent Litigation: General Commercial: Highly Regarded Litigation: Securities Litigation: White - Collar Crime & Government Investigations
As a former
executive search and corporate recruiter for over 10 years, Caroline has hired thousands
of people for leading
companies in
financial services, consulting, media, pharmaceutical / healthcare, and technology.
Purchasing
Executives acquire a wide range
of products and
services for their
companies and help managers attain the organization's
financial goals.
With open ended bonus and promotion prospects after 12 months this is an excellent opportunity for money motivated and ambitious candidates seeking a graduate sales career Sector: Consultancy
Services — R&D Sector The Role: As a graduate sales executive you will be based in their prestigious offices and be responsible for promoting a range of financial consultancy services to help companies achieve greater profit
Services — R&D Sector The Role: As a graduate sales
executive you will be based in their prestigious offices and be responsible for promoting a range
of financial consultancy
services to help companies achieve greater profit
services to help
companies achieve greater profitability.
Before he was the staffing business development leader and CMO
of Wakefield, Massachusetts - based Eliassen Group, Tom Hart was the chief information officer for a large
financial services company and was interviewing a candidate for an
executive assistant position.
I was an
Executive in the
financial services field for a number
of years and left the
company for personal reasons.
Software Development Lead — Hightower
Financial Services, Portland, OR — 5/2012 — Present • Serve as the team lead for group
of six developers tasked with updating current corporate programs as well as creating new applications to help improve operations • Meet with ops directors and department managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with
executive team • Manage the development
of new applications, along with the testing
of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by
company management (along with team members) for role in developing software solutions that have contributed to net increase
of 42 percent in
company - wide productivity
Key responsibilities listed on a Chief Information Officer resume sample include collaborating with the other members
of the
executive team, working to achieve the
company's
financial goals, improving customer
service quality, developing IT budgets, training staff, and implementing the latest technologies.
Below is an example
of how to lay it out: «
Financial Services Company — Birmingham ACCOUNT
EXECUTIVE April 2009 — Present Responsible for building relationships with prospective clients and related third parties with the ultimate aim
of growing new business sales.
Graduate Investment Sales
Executive -
Financial Sales - # 40k OTE Salary: # 20 - 24k Basic salary with # 40k OTE in the 1st year Start date: ASAP Location: Bank, City of London The Company: A market leading global financial services institution, providing a critical service for its leading Investment B
Financial Sales - # 40k OTE Salary: # 20 - 24k Basic salary with # 40k OTE in the 1st year Start date: ASAP Location: Bank, City
of London The
Company: A market leading global
financial services institution, providing a critical service for its leading Investment B
financial services institution, providing a critical
service for its leading Investment Banking...
Graduate Banking Sales
Executive - FinTech Sales - # 40k OTE Salary: # 21 - 24k Basic salary with # 40k OTE in the 1st year Start date: ASAP Location: Bank, City
of London The
Company: A market leading global
financial services institution, providing a Technology solutions for its leading Investment clients...
International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network
of global clients Facilitate and coach projects in relationship development, marketing, and
financial management Utilize significant international business experience and education to offer
executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production
company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee
financial operations including
company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer
service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead
financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon
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 g
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 g
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 g
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
Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects
of a fast paced, high intensity
financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to
company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze
financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support
services Track and maintain detailed records
of all compliance inquiries Direct and contribute to special
company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board
of Directors, Chief
Executive Officer, and other key figures on a daily basis Partner with various
company lines to assess client interests, market trends, and potential sales opportunities 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 Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent
company brand with poise, integrity, and positivity
International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network
of global clients Facilitate and coach projects in relationship development, marketing, and
financial management Utilize significant international business experience and education to offer
executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production
company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee
financial operations including
company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer
service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead
financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate
of a Forbes Magazine «Top 20 Schools for International Business»
Although title policies still represent the bulk
of revenues (see chart on page 48),
executives at the nation's four biggest title
companies — Irvine, Calif. - based Fidelity National
Financial Inc., LandAmerica
Financial Group, The First American Corp. and Houston - based Stewart Information
Services Corp. — say new product lines provide the greatest opportunity for revenue growth.
«Policymakers should do everything they can to help Americans be more prepared for retirement and not create red tape that makes saving for retirement more difficult,» says Tim Pawlenty, former Minnesota governor who is chief
executive of the
Financial Services Roundtable, which represents the largest banking and financial services c
Financial Services Roundtable, which represents the largest banking and financial services co
Services Roundtable, which represents the largest banking and
financial services c
financial services co
services companies.
Previously, he served as a senior vice president
of the secondary mortgage market
company Freddie Mac and held
executive positions at a number
of financial services companies, including Wells Fargo and World Savings.
Prior to founding 5 Arches in 2012, Mr. Miller founded and served as Chief
Executive Officer
of Arch Bay Capital (2007 - 2012) a privately held
company that acquired, managed and securitized $ Billions
of performing and non-performing residential mortgages throughout the United States, and 3 Arch
Financial Services (2001 - 2006) a national specialty
servicing company managing $ Billions
of non-performing mortgages.