Sentences with phrase «financial specialist serves»

A neutral financial specialist serves many purposes in the collaborative process.

Not exact matches

Wasser has served in a number of regional leadership roles, including recruiting leader, WINGS (Women's Initiative for New Growth Strategies) recruiting leader, field trainer leader, new financial advisor support specialist and level leader.

As a financial advisor, he qualified for six Managing Partner's Conferences and served as a visiting veteran, new financial advisor support specialist, Level 3 support specialist and mentor to new financial advisors.

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.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok.

His previous experience includes serving as a senior equity analyst at Wasatch Advisors, where he was a generalist and a financial sector specialist supporting both domestic and international equity funds.

At Auto Loan Solutions, our trusted team of auto loan specialists work in unison to ensure that you get approved for the best possible car loan to serve your financial needs.

Todd previously served in other financial positions at the company such as International Mutual Fund Sector Specialist and Large Cap Value and Large Cap Growth Analyst, as well as serving on the Fund Services Asset Allocation Committee.

We serve over 20 specialist business areas, ranging from accountancy and finance to construction, IT, telecommunications, sales & marketing, engineering, financial institutions, oil & gas, and healthcare.

NYC — Administration for Children's Services, Financial Services Division, New York, NY 2003 — 2009 Revenue Enhancement Unit / State and Federal Audit Preparation Team Auditor / Reviewer / Eligibility Specialist Served as Management Information Liaison Specialist with state and federal funding stream criteria.

Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member of Rate Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire, and train staff ensuring understanding of company brand, policies, and procedures Responsible for $ 100 million per year in company income and company record of $ 46 million in one month Oversee financial management providing best practices and strategic planning Build and strengthen relationships with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding company financial health Set and strictly adhere to departmental budgets and project timelines Ensure compliance with applicable laws and industry regulations Establish and maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer service, and revenue generation Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

MTM Security Specialists, Inc. (Fountain Hills, AZ) 1992 — 2002 President • Provided comprehensive operational, financial, and sales leadership for new business • Generated significant new and repeat business through successful industry networking • Served as liaison between company and clients ensuring client satisfaction • Performed administrative duties as needed furthering company mission and goals

Programmer / Business Analyst (Year — Year) • Created an online nutritional applications that services needs of more than 710,000 visitors per month • Served as lead IT specialist in the creation of an online presence for the Corporate Social Responsibility business partner • Published online reporting and surveys achieving client goal of transparency before the public and doubled site visits • Partnered and led other business units to create a support site for McDonald's employees affected by Hurricane Katrina • Facilitated the location of housing, transportation, employee and financial assistance of over 6,000 displaced employees

Professional Duties & Responsibilities Served as administrative support specialist ensuring effective and efficient operations Managed complex, high volume telephone systems and in person reception duties Established, authored, marketed, and maintained company websites Responsible for all website copy, graphics, and responses to online inquiries Authored and edited brochures, newsletters, business cards, and sales presentations Oversaw financial records, bookkeeping, and accounts payable / receivable Negotiated contracts with vendors, partners, and clients Scheduled meetings and handled travel arrangements Oversaw mail room operations, office supply orders, and data entry at 60 words per minute Provided excellent customer service ensuring client satisfaction and repeat business Performed additional administrative duties including faxes, photocopying, and filing Conducted all responsibilities in courteous, polite, and positive manner

The South Jersey Collaborative Divorce Professionals organization serves the New Jersey counties of Burlington, Camden and Gloucester and is comprised of collaboratively trained attorneys, financial advisors, divorces coaches, and child specialists who are committed to resolving divorce disputes respectfully.

They hire a neutral financial specialist to help with the money issues and a child specialist to serve as a voice for the children.

She also serves as the Child Specialist for the Lethbridge Collaborative Divorce Group which is comprised of lawyers, financial specialists and mental health specialists.

In Collaborative, the parties and their attorneys agree that, rather than resorting to court intervention to resolve their disputes, they will work together in a team model with mental health coaches, a child specialist, and a financial neutral, to help serve the needs of all family members.

The Collaborative Divorce Association of the Capital District's members are attorneys, mental health professionals serving as facilitators, divorce coaches, and / or child specialists, and Financial Professionals practitioners familiar with the unique problems facing separating and divorcing couples.

In addition, there is a team composed of mental health professionals, who serve as communication coaches, a neutral financial specialist, and if necessary, a neutral child specialist.

At the same time, the financial specialist will serve as an un-biased intermediary to help resolve property and budget issues so that there isn't any unnecessary burden on either party and that things are split up amicably.

The company's advisory personnel, licensed brokers, commercial property managers, financial analysts, research professionals, marketing specialists and property accountants serve clients ranging from leading multinational investors and occupiers to smaller firms and sole proprietorships.