Sentences with phrase «for meeting their financial objectives»

Analyze financial information obtained from clients to determine strategies for meeting their financial objectives.

Not exact matches

Telecommunications company Norwood Systems says it still has enough funds to meet its development objectives for the coming financial year, despite failing to raise a minimum $ 1 million in a priority offer which it had previously said would be needed to fund those goals.

For most investors, long - term «failure» means not meeting one's financial objectives.

«Given the severe costs that Trident renewal could require... there is now a strong case for a re-examination of whether alternatives to current continuous - at - sea deterrence (CASD) policy could yield significant financial savings while continuing to meet this agreed objective,» the report's author, Professor Malcolm Chalmers, wrote.

For example, academics often have objectives other than the purely financial from their interactions with industry, and it?s my job to try to identify these and ensure that they are in some way met.

The plan should set out the school / academy vision for the use of ICT, the long - term aims and short - term objectives, make it clear who is responsible for achieving what, how and by when and what levels of resource — financial, estates - related and human, including training — will be required to meet each target.

In the end, having the best life insurance policy for you, one that meets your unique needs, goals and objectives, is the key to true financial freedom.

The Foundation was incorporated with the objective of meeting a long - standing need for a debt management program for people who were frustrated with their financial situation and looking for a simple way to get out of debt quickly as well as lower their monthly payments without having to file for bankruptcy or take out a consolidation loan.

The right annuity for you is the one that meets your personal and financial objectives.

Your track record of meeting your financial obligations is a big factor in determining your refinancing rate (and crucial to achieving other financial objectives), so avoid mistakes that can come back to haunt you later — for example, paying loans late or missing a payment.

Additionally, Murphy will partner with CEO Bob Hartzell to prepare long - range financial forecasts, assist in meeting and exceeding overall financial and strategic objectives, and develop solutions for all operational and strategic issues.

As host Member States may not demand from EU citizens in this first period to have sufficient means of subsistence and personal medical cover, it is legitimate, according to the Court, not to require those Member States to be responsible for those citizens during this Following explicitly the opinion of the Advocate - General, such an interpretation would meet the objective stated in recital 10 of the Directive to maintain the «financial equilibrium of the social assistance systems of the Member States» (para. 45).

The right annuity for you is the one that meets your personal and financial objectives.

Once they delineate their top priorities, said Glassman, they can then craft a more cohesive plan to meet their short - and long - term financial objectives, which may include paying off debt, college savings for their kids, purchasing a house, saving for retirement, and protecting their loved ones from financial risk.

This plan is basically opted for ensuring a robust corpus and regular savings to meet financial objectives in future.

The cash back at multiple stages of the policy term makes the plan idea for all customer age groups — youngsters, salaried people, married couples or senior citizens nearing retirement — and help them meet various financial objectives with the additional annual income.

Responsible for ensuring office financial objectives are met by preparing annual budget for the office, planning the expenditures, analyzing variances and carrying out necessary corrections that may arise

Managed and balanced accounts for 2.5 million and met financial objectives by staying within budget.

Responsible for the financial analysis and the market research to implement new plans and strategies to meet goals and objectives of the bank

• Coordinated domestic and international meetings for CEO and portfolio investors.October 1999 - Company name, Harrison, N.Y.April 2000 Personal Financial AdvisorLeveraged interpersonal skills and creative thinking to simultaneously achieve corporate objectives and advise clients on how to successfully obtain their financiFinancial AdvisorLeveraged interpersonal skills and creative thinking to simultaneously achieve corporate objectives and advise clients on how to successfully obtain their financialfinancial goals.

Responsible for developing all weekly, monthly, and quarterly financial reports for management distribution, and for ensuring the group met all budget objectives

Analyzed financial information obtained from clients to determine strategies for meeting clients» financial objectives.

Seeking for the position of a marketing coordinator in an organization, where I can work independently and can utilize my wide experience and skills, and help the company to meet its financial objectives with ease.

Finance Internship Resume Objective 3: As a focused individual who constantly strives for excellence and meet the challenges with fighting spirits, I will maintain the repute of the concerned organization fulfilling the demands of the financial internship position with diligence and sincerity.

PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present) Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met constantly

Analyze financial information received from clients to make strategies for meeting client's financial objectives.

Bringing a verifiable track record of maintaining adequate staff levels for the practice, coordinating scheduling and follow - up duties, handling patient inflow and ensuring that the practice meets its financial objectives effectively.

Summary Creative Financial Advisor providing financial planning strategies for clients by accurately... 02/2010 - 02/2013 New England Financial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommeFinancial Advisor providing financial planning strategies for clients by accurately... 02/2010 - 02/2013 New England Financial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommefinancial planning strategies for clients by accurately... 02/2010 - 02/2013 New England Financial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommeFinancial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommeFinancial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommefinancial objectives and implemented financial planning recommefinancial planning recommendations.

Successful Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures.

Responsible for financial planning, control and reporting activities for contract programs to assure meeting program and Business Area profit objectives.

Staff Management in I.T. Operations or Project Management role in a fast growing company in the Financial Industry where I can apply my leadership skills, have opportunities for advancement and make a contribution towards meeting corporate goals and objectives.

The Divorce Act sets out the factors to be considered and the objectives to be met in determining spousal support — how long did the spouses live together, what was the role of each spouse in the marriage, what value should be given to the contributions made by the spouses during the marriage, should one spouse be compensated for the financial benefit to the other, how is economic hardship arising relieved, and how is self - sufficiency of each spouse promoted?

IDFA will establish standards for certification of divorce financial analysts that are objective, reliable and meet and current benchmarks for certifying bodies.

Resist the temptation to invest in any asset - real estate included - that doesn't meet the core objectives you and your planner have defined for your financial plan or overall investment portfolio.

For Trinity Station, Cambridge Realty Capital arranged a bridge loan to meet the company's immediate financial objectives.