Sentences with phrase «experience in the financial services»
Jeff Concepcion, president and CEO of Stratos Wealth Partners, has more than 30 years of experience in the financial services industry.
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Galia Gichon is an independent personal financial expert with more than 14 years of experience in financial services, including nearly 10 years on Wall Street and an MBA in finance from Fordham University.
Steve has extensive experience investing in founder - owned software and technology - enabled services companies with specific experience in financial services, education, and supply chain markets.
As Chairman of the private equity firm Stone Point Capital, Mr. Friedman brings substantial experience in the financial services and investment management industries to our Board.
Brause, 53, joins OnDeck with more than 30 years of experience in the financial services industry.
Ms. McMillion has more than 20 years of experience in financial services.
Sarah has over 7 years of experience in the financial services industry.
Collections experience in financial services is a plus.
Leveraging more than 20 years of experience in the financial services industry, he oversees Franklin Templeton's Canadian business.
He has 25 years of experience in the financial services industry.
Giselle has over 15 years of experience in financial services.
Laurie has over 25 years of experience in financial services.
Mr. Paisley was selected to serve as a member of our board of directors due to his extensive experience in the financial services industry and academia.
Martin Ijaha, the co-founder, commented on the news: «This latest funding round has delivered significant support from our anchor partner, Police Mutual and other initial investors alongside new investors with notable experience in the financial services sector.
Ryan is an expert in the payments industry with over 15 years of experience in financial services and
Mr. Amit Shah is the Founder and Executive Director of IIFL Wealth with more than 15 years of experience in the financial services industry.
Susan has more than 30 years of experience in the financial services industry.
Michelle gained experience in the financial services industry while working at Chase Mellon Shareholder Services in Pittsburgh, Pennsylvania.
Hans has over 23 years of experience in financial services in both corporate banking and wealth management and has been based in Asia since 2006.
«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.»
We've also known RMI for many years and given their extensive experience in the financial services sector and working closely with management teams to build a number of industry - defining companies, we're also very excited to have them on board.
Neil has more than 15 years» experience in the financial services industry.
Ryan has over 20 years of experience in the financial services industry and assumed his current position in 2006.
He has more than 15 years of experience in financial services.
Mr. Taylor has more than 17 years of experience in financial services and has spent the past 13 years at Wells Fargo in various roles within wealth and brokerage.
Brian has more than 25 years of experience in the financial services industry.
Combining his decade of experience in financial services, marketing, digital strategy, global branding and strategic management working with Fortune 500 clients and premium brands in Asia, Europe and North America Patrick leads the RentMoola team.
He has over 25 years of experience in the financial services industry serving high - net - worth and ultra-high-net-worth individuals and their families and foundations.
Mr. Chandler has 15 years of experience in the financial services industry.
Ann has more than 25 years» experience in the financial services industry.
Ayesha has 19 years of experience in financial services, university teaching, training and e-learning.
Christopher Dziklinski, Charted Retirement Planning Counselor (SM) has over 13 years of experience in the financial services industry.
Rob Hassenrik, Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college planning.
Jake has over 11 years» experience in the financial services industry.
Jeffrey Clements, Financial Consultant at DFCU Financial Partners, offers our members more than 27 years of experience in the financial services industry.
Leveraging its diverse global investment management expertise and insights, Fidelity's Asset Management division is focused on delivering the best customer experience in the financial services industry.
With over 40 years of experience in the financial services industry, he serves on the boards of the St. Louis Estate Planning Council and the St. Louis chapter of the Society of Financial Service Professionals and is a Past President of the St. Louis chapter of NAIFA.
She has more than 28 years of experience in the financial services industry, is a Certified Financial Planner (CFP ®) and has a Certificate in Personal Financial Planning from University of California, Irvine Extension.
With over two decades of experience in the financial services industry, he writes about all aspects of financial planning and retirement.
George joined MCAP in 2003, and has more than 30 years of experience in the financial services industry; 25 of which are in the real estate finance business.
My guest today is Richard Dunwoody who has over 30 years experience in the financial services industry and we're talking today about credit counsellors.
Matt is a talented investment professional with eight years of experience in financial services.
Neil is a talented investment professional with 14 years of experience in financial services.
Jennifer Smith has more than 10 years of combined experience in the financial services and mortgage lending industries, and uses that in - depth knowledge to help people realize the dream of homeownership.
She has 20 + years of chief officer experience in the financial services and animal healthcare industries.
Combining his decade of experience in financial services, marketing, digital strategy, global branding and strategic management working with Fortune 500 clients and premium brands in Asia, Europe and North America Patrick leads the RentMoola team.
With experience in the financial services industry, Villalba spearheaded the effort to build the first corporate green roof in Latin America at HSBC Tower in Mexico City.
Laura came to BoyarMiller in 2011 with almost 20 years» experience in the financial services industry.
«We conducted a comprehensive global search to find an executive with a breadth of legal and regulatory experience in financial services,» said Janice Fukakusa, chief administrative officer and chief financial officer of RBC.
She has particular experience in financial services disputes and has handled many high value claims concerning the mis - selling of financial products.