Sentences with phrase «financial industry clients»

His professional sales career since completing active Naval service, include many years in the healthcare industry (pharmaceutical / devices / diagnostics) as well as multi-media communication services to financial industry clients.

«[Davis Polk] has a strong track record handling high - profile contentious matters for financial industry clients and global corporations.»

With lawyers located in almost every major U.S. market, the team regularly advises financial industry clients on their most sophisticated transactions, including asset - based lending, syndicated loans, structured finance, public finance, derivatives, capital markets, insurance, project finance and real estate finance.

PrivatAir, Moonachie, NJ Account Sales Manager (March 2000 — June 2002) Entertainment & Financial Industry Client Relations and Sales Professional • Worked exclusively in the entertainment and financial industry researching and marketing to prospects the private charter services of the company.

Not exact matches

Topics included: early reporting on inaccuracies in the articles of The New York Times's Judith Miller that built support for the invasion of Iraq; the media campaign to destroy UN chief Kofi Annan and undermine confidence in multilateral solutions; revelations by George Bush's biographer that as far back as 1999 then - presidential candidate Bush already spoke of wanting to invade Iraq; the real reason Bush was grounded during his National Guard days — as recounted by the widow of the pilot who replaced him; an article published throughout the world that highlighted the West's lack of resolve to seriously pursue the genocidal fugitive Bosnian Serb leader Radovan Karadzic, responsible for the largest number of European civilian deaths since World War II; several investigations of allegations by former members concerning the practices of Scientology; corruption in the leadership of the nation's largest police union; a well - connected humanitarian relief organization operating as a cover for unauthorized US covert intervention abroad; detailed evidence that a powerful congressional critic of Bill Clinton and Al Gore for financial irregularities and personal improprieties had his own track record of far more serious transgressions; a look at the practices and values of top Democratic operative and the clients they represent when out of power in Washington; the murky international interests that fueled both George W. Bush's and Hillary Clinton's presidential campaigns; the efficacy of various proposed solutions to the failed war on drugs; the poor - quality televised news program for teens (with lots of advertising) that has quietly seeped into many of America's public schools; an early exploration of deceptive practices by the credit card industry; a study of ecosystem destruction in Irian Jaya, one of the world's last substantial rain forests.

«The financial industry's response to the growing population of wealthy individuals should be to increase the availability of quality services, not force clients to choose between quality and affordability.»

His clients include executives and business leaders in a broad range of industries, including all varieties of financial services (securities and commodities trading and sales, banking, investment and hedge funds), automobile manufacturing and sales, professional sports agency, pharmaceuticals, and high technology.

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

The corporate watchdog has permanently banned former Perth - based financial planner Simson Kwok from the industry for intentionally mishandling more than $ 4 million of clients» funds while working for HSBC.

Acorns is part of a trendy and growing industry of so - called robo - advisors, online - only financial advisors that steer clients» money into low - cost investments.

Interiors Australia Pty Ltd project designer Allison Pense said the firm had not felt the financial sting of September 11 due to its solid client base and an established building momentum in the industry.

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

Prior to this, Ranga was Head of the Domain Competency Group, where he led a group of industry consultants and worked with global financial services clients.

Banks like Deutsche and the Spanish BBVA use Salesforce's financial services cloud, built specifically for the banking industry, to connect more seamlessly with clients, Benioff said.

Focused on financings and financial advisory for life sciences, medical technology and health care services companies our health care team have developed industry contacts which are leveraged to result in flawless execution and long - term client support.

Recognized by the most respected experts of the Financial Market industry More than 800,000 clients in 169 countries

Canada managed the financial storm of 2008 better than others because we anticipated risks and acted proactively with public policy foresight, responsible oversight of our financial industry, and better decisions and performance by financial service providers and our clients than was the case in other countries.

In this role, he is charged with increasing TDAI's participation and voice in the financial services industry, and identifying key issues of importance to TDAI and their advisor clients.

(The website of the company she started offers to trade on behalf of clients; neither Ms. Berwick nor the firm is registered as an investment adviser with the Securities and Exchange Commission or the Financial Industry Regulatory Authority.)

Prior to joining City Capital, David was an Investment Banking Analyst at BB&T Capital Markets in the Aerospace, Defense & Government Services Group focusing on providing financial and strategic analysis, valuation, industry research, due diligence and preparation of comprehensive client marketing materials.

Clients are in need of convincing since roughly two - thirds of investors don't trust the financial services industry to act in their best interest.

EXL's largest focus area is in the insurance industry, but the team also works extensively with clients in healthcare, financial services, utilities, transportation and logistics, and retail.

«Blockchain Technology could transform the financial industry and help to create new and improved financial services for clients.

There she was responsible for overseeing the financial statement audits for various clients in the private equity and manufacturing industries.

Comprised of manager research, alternative investments, and strategy teams, Wells Fargo Investment Institute provides industry - leading investment research and strategy to better help clients achieve their financial goals.

«Distributed ledger technology has the potential to transform the financial industry and greatly improve our client experience by making it easier and faster to move money globally.

Prior to joining Triangle Peak, Zach was a senior associate with Perry - Smith, LLP, a regional public accounting firm based in Sacramento, California, where he lead audit teams serving clients in the governmental, construction, manufacturing, non-profit, and financial industries.

As such, EY's recent announcement is further evidence that the financial and consulting services industry sees a significant future in blockchain implementation and that the firms are preparing to offer their clients customizable services and applications adapted to their specific needs.

Raymond James Financial CEO Paul Reilly is among the industry executives against the proposal, calling it in a recent email to employees «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goalFinancial CEO Paul Reilly is among the industry executives against the proposal, calling it in a recent email to employees «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goalfinancial goals.»

NCIA and its members will continue to call on Congress to provide even further clarity for financial institutions serving the industry, but today's guidance clears the way for banks to accept state - legal cannabis businesses as clients.

Bio: Stephen Pitts is a marketer with over 15 years digital marketing experience and is an Associate Partner in charge of SEO at Rosetta where he oversees a team of SEO professionals serving clients across industries like retail, financial services, travel / hospitality and technology.

It's one of the single most feared (or even loathed) provisions of the Department of Labor's fiduciary rule for a large financial institution, because it dramatically raises the stakes of a potential systemic failure to fulfill the firm's fiduciary duty to clients, outside the relative safety of one - advisor - at - a-time arbitration (especially industry - friendly FINRA arbitration).

In order to demonstrate its commitment towards promoting integrity and trust within the financial industry, Saxo has taken the initiative to provide enhanced disclosure as a means to engender greater confidence in clients so that they can make the most informed decision when choosing a facilitator.

With its unique combination of investment industry expertise, unbiased research, and technology solutions, IW Financial helps industry professionals capitalize on growing investor demand by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships.

The Department of Labor fiduciary rule is going to have a major impact on overhead costs and, eventually, client fees, say financial industry insiders.

Logged in clients may see below for more detailed information on our coverage of the financial services industry in the region (s) to which they are entitled.

RBC is the only Canadian financial institution with a national team of industry specialists serving clients in the manufacturing, wholesaling, and logistics sectors, helping to meet the challenges of an increasingly global and competitive business environment.

One of my clients who is in the Financial Publishing industry told me the sad story of a mailing he once did.

The SEC alleges that, in reality, Chahal had substantially no experience working in the financial or securities industry or trading securities on behalf of clients.

Its clients have included public - health officials, financial - industry investigators, police departments, and intelligence agencies like the US's CIA and NSA.

This book is well worth reading by both financial industry insiders and potential clients since Chris Turnbull, a portfolio manager at TheIndexHouse uses the principles and approaches described in the book, showing a practical way to deliver the high value components of what clients need.

Most times, the recommendation to wait till 70 is made because the financial planner industry is trying to maximize client dollars in retirement, he says, but that may not necessarily be the client's goal.

Long an industry leader with hedge funds and financial institutions, Deutsche Bank has added thousands of new corporate clients in recent years.

We have helped clients complete successful transactions across nearly every industry, offering specialized insights into core sectors such as consumer and retail, energy and power, financial services, financial sponsors, healthcare, industrials, media and communications, real estate and technology and business services.

Continuum partners with Fortune 500 clients in the healthcare, financial services, travel and hospitality, and consumer products industries to deliver value through four practices: Strategy, Physical / Digital Design, Technology and Made Real Lab.

«What you'll see in the traditional wealth group, financial advisors will be able to take on a greater number of clients and the entire industry will expand as it becomes a cost effective tool that people can have that they haven't traditionally.

This is normal in the financial industry in order to prevent fraud and protect clients.

A whistleblower is accusing some key financial regulators of allowing sensitive broker information to become readily accessible, even as industry watchdogs emphasized the need for companies to protect client data.

Mr. Chavez says that if efforts like his are successful, clients will see «a very different configuration of the financial services industry than the one we have now.»

Because 50 percent of people under 40 don't trust financial advisers; 65 percent of investors distrust the financial advice industry as a whole; and 66 percent of the children of clients will fire their parents» adviser when they inherit their assets.