Sentences with phrase «financial planning service called»

Not exact matches

Some experts call this dollar - cost averaging, says Daniel Laverdière, senior manager of financial planning and advisory services with National Bank Financial, but it's really about making sure that some saving is occurring on a regulfinancial planning and advisory services with National Bank Financial, but it's really about making sure that some saving is occurring on a regulFinancial, but it's really about making sure that some saving is occurring on a regular basis.

At 73, Atlanta - based Tarkenton owns seven companies including a conference - call company Teleconferencing Services LLC, a financial - planning business for seniors Tarkenton Financial LLC and a collection of small - business cloud - based services called Lodestar Technology LServices LLC, a financial - planning business for seniors Tarkenton Financial LLC and a collection of small - business cloud - based services called Lodestar Technology financial - planning business for seniors Tarkenton Financial LLC and a collection of small - business cloud - based services called Lodestar Technology Financial LLC and a collection of small - business cloud - based services called Lodestar Technology Lservices called Lodestar Technology Labs LLC.

Republicans have called on the House Financial Services Committee to hold a hearing, while Democratic Congressman Dennis Kucinich, chairman of the domestic policy subcommittee of House Oversight Committee, is planning his own probe.

Like a branch concept being used by Citi in New York, the centrepiece of RBC's so - called retail store is a futuristic financial - planning table designed to impress upon consumers just how far banking has come from the days of long lines and not - so - great service.

Financial Engines is called the original robo advisor by some, and there are various levels of service offered to plan participants.

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

On plans to upgrade the 550 post offices in different Local Government Areas in the country, Shittu stated that they would soon start engaging in financial services like internet services, call services apart from the traditional letter posting.

For more information about financial counsellors, or to complete the online budget planner, visit MoneySmart or call a Centrelink Financial Information Service Officer on 13 23 00 to get help to plan youfinancial counsellors, or to complete the online budget planner, visit MoneySmart or call a Centrelink Financial Information Service Officer on 13 23 00 to get help to plan youFinancial Information Service Officer on 13 23 00 to get help to plan your budget.

This month's edition kicks off with the big news that private equity firm Hellman & Friedman is purchasing Financial Engines for a whopping $ 3 billion in cash, and intends to pair what many call the «original robo - advisor» together with (also - Hellman - owned) Edelman Financial, in an effort to expand Financial Engines» services to 401 (k) plan participants to include human comprehensive financial Financial Engines for a whopping $ 3 billion in cash, and intends to pair what many call the «original robo - advisor» together with (also - Hellman - owned) Edelman Financial, in an effort to expand Financial Engines» services to 401 (k) plan participants to include human comprehensive financial Financial, in an effort to expand Financial Engines» services to 401 (k) plan participants to include human comprehensive financial Financial Engines» services to 401 (k) plan participants to include human comprehensive financial financial planners.

In some cases, people that have used credit repair or financial planning services in the past may be able to obtain better results by calling the credit company and asking for their account to be reviewed.

For more information on Michigan's Auto Insurance Plan Facility, visit their website here: http://www.maipf.org/ or call the Michigan Department of Insurance and Financial Services at 877 - 999-6442.

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However, legislative efforts are under way, spearheaded by New York State's Department of Financial Services (NYDFS), which is planning to regulate the bitcoin space through so - called BitLicences.

Administrative Technician III for Texas Department of Transportation: - Implement improved and time saving procedures; consistently reduce overhead costs, improve workflow and increase office efficiency - Create and maintain a database of public assistance complaints; assign an internal investigator to each case and follow - up once closed - Developed and monitor a calendar system using PowerPoint where accurate records of vacation / sick leave / comp time used and accrued are tracked month - to - month for comparison with monthly time sheets - Answer inquiries from the general public, vehicle storage facility operators, motor carriers, the trucking industry and other state / federal agencies regarding rules, laws and regulations governing the issuance of motor carrier credentials - Prepare correspondence (email and written) and review for completeness and correctness - Field calls and manage administration, resolve a wide - range of staff dilemmas and challenging situations on a daily basisPrincipal Administrative Assistant for Solar Turbines, Inc.: - Provided support to Directors, Department Managers, Project Managers and Project Engineers as well as international personnel - Maintained detailed calendars of appointment schedules for business meetings, conferences, domestic / international travel arrangements and special events - Expertly ran this fast - paced, large office encompassing office and structure maintenance, scheduling of machine / equipment service and repairs, and ordering and stocking office supplies; updated and maintained department web pages - Compiled, created and distributed financial reports and PowerPoint presentations - Edited and formatted technical documentation and maintained filing systems - Coordinated extensive domestic and international travel arrangements, including air, hotel, car and meeting locations - Planned departmental meetings, special events and office movesSenior Administrative Assistant for Solar Turbines, Inc.: - Supported Department Manager and Supervisors, Manufacturing Engineers and shop personnel - Tracked and monitored pending and confidential correspondence and financial information - Prepared apprenticeship packets for distribution; received applications, recorded data, and set - up and coordinated Differential Aptitude Tests; notified applicants of test results and set - up initial interviews - Coordinated special events; managed information systems and maintained web pages; oversee special projects - Resolved office obstacles, communication barriers and complicationsSenior Program Assistant for Solar Turbines, Inc.: - Photographed, downloaded and printed digital pictures of parts, processes and people involved in Rotor CAM area - Created and produced departmental newsletter; initiated Receiving Inspection Records Retention process (scanned records onto CD for easy and accessible retrieval and storage)- Set - up and coordinated meetings and special events; created slide show presentations and maintained web pagesPage 2

Join our next job expo event and meet with employers hiring in several career fields: Engineering, Information Technology, Skilled Trades, Manufacturing, Blue - collar Labor, Production, Industrial, General Labor, Customer Services, Retail, Management, Restaurant, Accounting, Banking, Office Support, Clerical, Seasonal, Holiday Jobs, Data Entry, Call Center, Installation, Technical, Machining, Electrical, Mortgage, Financial Planning, Insurance, Education, Truck Driving, Real Estate, Nursing, Rehabilitation, Human Services, and other career fields.

AREAS OF EXPERTISE: * Accounting * Commercial Loans * Staff Training * Automatic Clearing House * Customer Relations * Accounts Management * Corporate Relations * Scheduling & Planning * Customer Service * Funds Transfer Operations * Processed Data Retrieval * Investigative Procedures * Sales Strategies * Account Analysis * Treasury Services * Fraud Identification * Financial Reconciliation * Settlement Procedures * Wealth Management * Client Services * Mortgage * Call Center Environment * Cash Processing Procedures * Customer Loyalty * Supervision * Critical Thinking

Tags for this Online Resume: Insurance, Financial, Management, Portfolio Management, Wealth Management, Book of business, Health Insurance, Planning, Retirement planning, customer service, call center, sales associate, customer service represPlanning, Retirement planning, customer service, call center, sales associate, customer service represplanning, customer service, call center, sales associate, customer service representative

Aspire Financial Services, LLC, Tampa • FL 2009 — 2011 Client Relations Manager Experienced Client Relations Management professional focused on maintaining and retaining prospective and current relationships using e-mail and calling initiatives with plan sponsors, advisors and TPAs working with 401 (k) planning strategies.

Tags for this Online Resume: Security, Call Center, Management, Financial, Financial Services, Leadership, Services, Customer Service, P&L, Planning, store manager, sales, management, manager

Tags for this Online Resume: Business Continuity Planning, Planning, Call Center, Test, Financial, Government, Services, Shared Services, Strohl Systems LDRPS, CFO, Continuity

Tags for this Online Resume: Banking Industry, Management, Media Relations, Risk Management, Accounting, Data Analysis, Financial, Financial Modeling, FINRA Series 6, FINRA Series 63, Life Insurance - Variable, Sales, Procurement, Mortgage, Credit Analysis, NMLS, Microsoft Office, Calyx, Byte Software, Encompass, Morningstar, Bloomberg, Interviewing, Recruitment, Planning, Training, Loan Processing, Onboarding, Customer Service, Cold Calling

Tags for this Online Resume: Call Center, Support, Acceptance Testing, Business Analysis, Business Analyst, Capacity Planning, P&L, Planning, Services, Shared Services, management, manager, insurance, financial

Tags for this Online Resume: Receivables, Call Center, Employee Relations, FACETS, Financial, Insurance, Insurance Claims, Planning, Project Leader, Project Management, accounting, finance, audit, excel, controller, presentation, training, sales manager, customer service, policy, meeting

Tags for this Online Resume: Management, Telemarketing, Project Management, AT&T, Distribution, Customer Service, Forecasting, Planning, Estate planning, Financial, calPlanning, Estate planning, Financial, calplanning, Financial, call center

Tags for this Online Resume: Program Management, Project Management, Business Transformation, Offshoring, IT Management, Account Management, Business Process, Business Analysis, Contract Negotiations, Contract Compliance, Managed Services, Nearshore, Vendor Managment, Staff Hiring, IT Strategy, Telecommunications, Consulting, Financial Industry, Insurance Industry, Manufacturing, Distribution, State GOvernment, SDLC, System Development, ERP Customization, Service Management Software, Asset Managment Software, System Development Methodologies, Team Building, Time, Staff Augmentation, Fixed Bid Projects, Outsourcing, Service Delivery, Business Intelligence, Database Technology, Networks, Telecommunications Auditing, Telecommunications Billing, Business Development, Cloud Computing, Performance Testing, Load Testing, Failover Testing, Contingency Planning, Disater Recovery, Budgeting, Sales Targets, IT Enabled Business Transformation, RFP, RFI, SOW, Call Accounting, Chargebacks, Call Collection, Cobol, IMS DB / DC, VSAM, DB2, Business Transformation Lead

CAREER SUMMARY * Experienced 20 years + (global) consultant and senior executive (C - Suite) in financial services, retail, fulfillment, telecommunications, BPO, and call center services with proven capabilities in developing and implementing corporate strategies, enterprise architecture and infrastructure, Cloud Computing, planning, budgeting, BPO, outsourcing, application and product development, governance, policies & proc...

Tags for this Online Resume: AT&T, Scheduling, Call Center, Corrective Actions, Forecasting, Management, Planning, Complaints, Financial, Financial Services

Tags for this Online Resume: Healthcare, Financial, Manufacturing, Government, Retail, Telecommunications, Customer / Field Service, Call Centers, Professional Services, Datacenter Operations, Network Operations, Desktop Support, Education and Training, Application Development, Pre and Post Sales Support, Disaster Planning, Security, Change Management, Consultative Selling, Strategic Planning

Tags for this Online Resume: Field Sales, B2B, Business Services, Manufacturing, Financial Services, Healthcare, Distribution, Education, Outside Sales, Sales Management, Coach, Mentor, Training, Recruiting, B2C, Vice President, Director, Regional Manager, Sales Manager, Wine, Start - ups, Turnarounds, P&L, Strategic Planning, Channel Sales, Direct Sales, New Markets, Independent Agents, Strategic Selling, Solutions Selling, SaaS, Account Management, New Business, Consultative Sales, Operations, Motivate, Leader, Call Centers, Collaboration, Budgeting, Merchant / Payment Services, Winery, Hiring, Team, Team leader, Team development

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

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 gePlanning 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 geplanning 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 geplanning 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 geplanning 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 generation

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers for client use • Perform full service client portfolio management including financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistics as needed

Professional Experience JP Morgan Chase (Tempe, AZ) 3/2006 — Present Assistant Vice President — Prime Securitized Collections (4/2010 — Present) • Recommend and implement specific procedures to ensure maximum effectiveness and efficiency of service, while establishing efficient operational policies, technological support systems and budgets • Assist in long - term strategic planning for related departmental section, ensuring the attainment of all departmental goals through detailed reporting, trend utilization, and performance tracking • Hold responsibility for the compilation and analysis of statistical data relative to unit productivity, monitoring live calls and providing feedback to staff, coaching, and issue resolution concerning collection and loss mitigation activities • Manage various teams of supervisors, including personnel issue resolution and functional task delegation • Utilize exceptional problem solving abilities while dealing with conflicting financial and personnel variables, developing and recommending viable courses of action as required • Ensure timely performance management of all staff, communicating expectations and closely supervising job functions • Travel to Manila to train staff on loss mitigation processes, train supervisors on procedural adherence, develop customer satisfaction, negotiations, and conflict management documents, and facilitate training class utilization

Social Worker — Duties & Responsibilities Successfully serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial advisor