Sentences with phrase «financial counsel prior»

Not exact matches

Prior to becoming a partner in Bellwether, Steve was the Founder and CEO of Investment Planning Counsel, one of Canada's largest financial planning companies.

Prior to setting up chambers as counsel, he was a partner at J. Sagar Associates, a national law firm and headed the firm's financial sector regulatory practice.

He worked for a major Canadian and global financial institution on the brokerage and investment counseling side and just prior to joining Leith Wheeler, Jerry was a portfolio manager with a national investment counsel firm in Calgary before its acquisition by a major Canadian bank.

Prior to joining Oberon, Marc acted as General Counsel to a $ 700 million family office with real estate development, construction and financial services holdings in Europe, Canada and the Middle East.

Prior to that, Gary was Vice President and Assistant General Counsel to Navistar Financial Corporation, where his practice focused on commercial equipment leasing and financing and related lease and note portfolio securitization.

• Prior to applying for a reverse home mortgage, all candidates must obtain third - party financial counseling from a Department of Housing and Urban Development - approved counseling agency.

Stage One: Counseling Prior to applying for a reverse equity mortgage, all candidates must obtain third - party financial counseling from a Department of Housing and UrbanCounseling Prior to applying for a reverse equity mortgage, all candidates must obtain third - party financial counseling from a Department of Housing and Urbancounseling from a Department of Housing and Urban -LSB-...]

Stage One: Counseling Prior to applying for a reverse equity mortgage, all candidates must obtain third - party financial counseling from a Department of Housing and Urban Development - approved counseliCounseling Prior to applying for a reverse equity mortgage, all candidates must obtain third - party financial counseling from a Department of Housing and Urban Development - approved counselicounseling from a Department of Housing and Urban Development - approved counselingcounseling agency.

In fact, the first step in the right direction occurs during the bankruptcy filing process, prior to receiving your bankruptcy discharge: mandatory credit counseling and financial management courses.

Former executive accused of covering up Dewey's faltering financial health prior to its collapse changes counsel

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.

Prior to joining LeClairRyan, Gray held several senior in - house legal positions at financial institutions, including head of litigation at OneWest Bank N.A. (n / k / a CIT Bank, N.A.) and assistant general counsel of litigation at JPMorgan Chase, where she managed consumer finance class actions.

Prior to joining in 2006 he worked for the enforcement division of the Financial Services Authority (FSA) and as general counsel for...

Prior to joining Citigroup, Liz was the Deputy General Counsel and Director of Litigation at The Hartford Financial Services Group, Inc., where she was second in command in a 400 - person law department.

Prior to joining Allianz Life Insurance Company of North America (Allianz Life ®) in 2010, Repya served as senior advanced strategies counsel for Securian Financial Services, providing tax and legal support to registered representatives working in advanced markets.

Performs financial counseling process on all patients prior to treatment, which includes patient financial obligations, billing