Sentences with phrase «in meeting their financial objectives»

This allocation represents how important these asset classes are in meeting the financial objectives of a passive investor.

Anxious to apply knowledge of utilizing approved banking tools to proactively reach out to customers and assist them in 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.

That means clarity about the objectives of monetary policy, how the Fed plans to meet those objectives in light of the economic and financial market environment, and how it formulates its responses to unforeseen circumstances that lead to revisions to its economic forecast.

To assist Account Executives (independents and those located within financial institutions) in helping their customers meet their financial objectives.

Until someone with proper expertise in myriad areas of sports science, football coaching, business, finance, law, PR, media, marketing, human resources etc etc has unfettered access to all board meeting minutes, records of all discussions with players, full player medical records, details of all contacts with agents, other clubs, other players, seen copies of player contracts and negotiations, understands the financial imperatives, interprets the business accounting, has reviewed the business plan, has knowledge of the employer / employee contractual relationship between Wenger and the club, has intimate insight in to the goals and objectives of the business and the club — then everyone is filling in the gaps with their own version of events and will necessarily always be a long, long way from anything close to any «truth».

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.

Experience of supporting the Headteacher and Governors in setting and meeting strategic and financial objectives;

To support the Economics Education and Financial Literacy objectives and to help middle and high schools meet the graduation requirement that all students receive instruction in economics and personal finance, professional development is provided by VDOE and The Virginia Council on Economic Education.

In your first meeting with us, your advisor will listen and learn more about you, including your lifestyle, interests, values and financial objectives.

The verdict: James should be able to meet his million - dollar goal, as long as life doesn't throw him a curveball, says Jason Heath, a fee - only adviser and partner with Objective Financial in Toronto.

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.

Screening Process: Each Fund is a «fund of funds» that seeks to achieve its investment objective by investing in a portfolio of underlying Calvert fixed income and equity funds that meets the Fund's investment criteria, including financial, sustainability and social responsibility factors.

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.

Our mission at Portfolio Solutions ® is to help you identify your unique financial objectives and achieve confidence in meeting your long - term financial goals.

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.

Ramsey, who celebrates her 40th year in the travel industry this year, approaches her work with the mind - set of a financial planner, meeting with clients to discuss their long - term travel objectives and develop an execution strategy.

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).

On 11 June 2015 the Lord Chancellor announced a post-implementation review, which would «consider how effective the introduction of fees has been in meeting the original financial and behavioural objectives while maintaining access to justice»: it had in fact been made clear before the Divisional Courts that such a review would be conducted in due course.

In general financial planners set out to assess every aspect of your financial life and help you learn to budget and build a strategy to meet your financial objectives and goals.

With short term investment plans, one can expect optimum returns to meet their financial objectives, but not massive results as in the case of long - term investments.

It is true that a life insurance cover can never keep you alive forever, but it can definitely assist you in giving financial protection to your family as well as meet your financial objectives of life.

Meet Financial Objectives: In case of your demise during the policy term, the financial goals & objectives of your family may be put aFinancial Objectives: In case of your demise during the policy term, the financial goals & objectives of your family may be put Objectives: In case of your demise during the policy term, the financial goals & objectives of your family may be put afinancial goals & objectives of your family may be put objectives of your family may be put at a risk.

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

Endowment policies help you to achieve the financial objectives or goals at different life stages.Proceeds received from the maturity benefits in the event you survive the policy term can be utilized in meeting such objectives.

At the Global Blockchain Financial Summit in Hangzhou, EEA China said that its main objectives are to «explore and develop new standards and technologies using blockchains, so that Chinese enterprises can more easily meet domestic market needs.»

Scott Michaels and Company, Princeton • NJ 4/2009 — 10/2009 Portfolio Manager Provided customized and professional investment advice to individuals, public and private companies to assist in recognizing financial opportunities that meets their investment objectives.

My main responsibilities include understanding the key requirements of clients and developing plans accordingly, coordinating the involvement of other departments to ensure account objectives and expectations are met, and assisting in the planning of financial milestones and performance goals.

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.

My strong familiarity with the wide facets of financial management will be very useful in meeting the company's stated objectives.

Presently seeking a position at The Pavilion, by applying exceptional strengths in establishing business plans, meeting financial objectives, and ensuring recurring business through the delivery of excellent customer services.

Demonstrated expertise in creating and implementing core restaurant policies and procedures, and meeting financial objectives.

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

Developing and maintaining communication with the other departments and Store Manager in the store in order is key in this role to execute merchandising plans which will help to meet the financial objectives of the store.

Retail Store Manager • Handle store operations by ensuring that everything runs smoothly • Greet customers and direct sales representatives to assist them • Maintain store staff by interviewing, selecting, hiring and training employees • Provide orientation to employees and provide them with their financial objectives • Identify customer requirements by studying trends and employing corresponding tactics to meet those requirements • Ensure that store supplies are available at all times and handle inventory requirements • Assist in formulating pricing policies and make sure that each item in the store has an updated price tagged on it • Ensure that each individual and all company goals are met continuously

Previous experience in executing against operating budgets, with an established history of meeting or exceeding established financial objectives.

My objectives are to advance in a progressive organization as a program / financial & operations professional my advanced education can help me meet the goals of the company.

Client Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside advisor.

SUMMARY OF QUALIFICATIONS * Maintain comprehensive understanding of a company's objectives, resulting in the ability to select appropriate contractors * Direct strategic sourcing initiatives, securing services and commodities at competitive prices to meet the company's financial goals * Expert at developing and managing business alliances with key domestic and international suppliers * Skilled at negotiating contracts with...

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.

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?

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.

We are dedicated professionals with expertise in real estate, financial planning, accounting and law that will meet with you free of charge to discuss your business and individual objectives.