Sentences with phrase «financial services»

Over twenty years of financial services industry experience, focused on the private banking and wealth management sector.

One critique: the concentration of financial services companies in its downtown may not sustain growth in the way tech - centric companies, with their focus on innovation, do.

The ideal candidate for this role would be someone with experience in financial services industry with a good knowledge of both first and second charges.

Track record of implementing business development strategies for financial services companies and independent advisors to increase practice efficiency, overall sales and profits.

This does not happen too often in financial services sector.

Personal financial advisors who work for financial services firms are often paid a salary plus bonuses.

Managed operations of financial services firm, consistently increasing sales while mitigating risks.

Since these will often be part of larger financial service provider groups whose ownership is widely held, however, that will rarely lead to an individual who is required to be registered.

They also have excellent ratings from financial services agencies.

Initially, he wanted to reach out to everyone with financial services as opposed to targeting the wealthy few which many others were doing at the time.

Of the various services offered by financial service companies today, refinancing student loans is one of the prominent ways to save money with new repayment terms.

The three companies have been providing financial services in the country without being registered and authorized.

The environment for fee disclosure from financial service providers is gradually improving.

The role of banks as financial services providers is not threatened.

These businesses offer insurance, savings and retirement products, and other financial services through agents, brokers, and banks.

He has advised a range of high profile clients across a number of sectors including financial services, energy, health and manufacturing.

Such operations are performed on a daily basis as ordinary tasks in financial service businesses around the world.

While they may have several similarities in terms of financial service offerings, in the world of mortgages the banks and credit unions have little in common.

In its yearly 10 - K filing, the global financial services giant said that cryptocurrencies were a potential threat that could disrupt their business.

Having said that I also think that there are very few human - based financial services firms that do not understand the increasing importance of software.

Because we are one of the nation's leading financial services organizations, we have strong relationships with the cash advance loans companies in the industry.

For financial services organizations to stay vibrant, they must be world class at outreach to current clients, prospective clients, as well as current and potential employees.

Areas of focus within financial services law include securities regulation and transactions; futures, derivative, and swap regulations and transactions; banking regulation and transactions; and investment advisor regulation.

Secured dismissal of federal class action complaint for financial services client involving allegations of unfair competition and fraud.

Among our companies, there are more than 10,000 licensed independent financial service representatives offering a wide array of traditional fixed annuity, life insurance and health insurance products on a national scale.

This network is for financial professionals interested in staying up to date on financial services regulation happening anywhere in the world.

I went to university and embarked on a career in financial services marketing.

The firm acts for a number of national and international financial services businesses.

She specializes in federal and state regulatory compliance matters affecting mortgage lenders and other consumer financial service providers.

The following financial services resume example was written utilizing the chronological resume format.

Even though many 529 plans are marketed and sold by large financial services companies, by federal law, a 529 plan must be sponsored by a state.

You have to understand that the company that provides this type of financial service needs to protect themselves.

The regulatory body is focused on protecting the legal interests of investors that deals with the services of an Australian financial services provider.

Our client portfolio encompasses the full range of financial services institutions, including investment and commercial banks, insurance companies, real estate managers, property developers and pension funds.

These firms have grown rapidly and have been able to attract leading partners across financial services litigation, competition litigation, international arbitration and white collar investigations.

We have a strong reputation for assisting clients in identifying and reviewing regulatory risks across financial services businesses.

Doing that would help grow smaller industries and, as a result, diversify the market beyond sectors like financial services and resources, which dominate the Canadian stock landscape.

Our company was founded by deeply experienced financial services executives committed to making the banking system more transparent and efficient for all.

We are especially well known for advising financial institutions on financial services regulatory matters.

Some exchanges also provide additional financial services such as advanced trading and margin lending.

This diversified financial services firm, which has a solid balance sheet and a strong reputation among consumers, is growing by acquiring troubled regional banks.

I am a university administrator by profession and have worked in the student financial services arena for a great number of years.

The largest chunk of the class, 27 %, went into financial services, which includes PE and hedge funds.

You can look at your adviser's financial services guide to see any relationships or associations they have with other companies.

In this era of disruption, freelance support and specialist skills can often help financial services organisations deliver successful projects to meet changing consumer demands at very short notice.

Our team includes alumni from most financial services regulators, including in both senior and staff positions.