Sentences with phrase «individual running the account»

Not exact matches

I absolutely do not believe that mutual funds are a better investment than individual stocks (companies that pay rising dividends over time) over the long run, so I invest the rest of my savings in a taxable account (as well as maxing out my Roth IRA every year, of which individual stocks are purchased).

First of all, yes, I ran a small hedge fund from 2004 to 2012, which I then converted to individual managed accounts.

Made to be made use of by either individuals or ladies, the running kid baby stroller wased initially used in the 1980's along with has in fact significantly increased in visitor location taken into account that.

Since he first ran for office in 1991, Shimkus has received approximately $ 111,949 in donations from the utility to his individual campaign account and PACs associated with him, according to OpenSecrets.org.

The service is available to all individual account holders with any phone that runs on the Global System for Mobile platform.

While the costs of individual cards could drop once the project is up and running, the # 2,857 figure is also a cautious one, because it takes into account the subjects of both the CWIC programme and the Manchester roll - out while the # 20 million figure applies only to CWIC.

In a paper published in Annals of Physics in January, the researchers propose two main ingredients that are sufficient to account for all properties of quantum measurements, including the uniqueness of the outcome of each individual run.

For most people, NEAT accounts for about 30 % of physical activity calories spent daily, but NEAT can run as low 15 % in sedentary individuals and as high as 50 % in highly active individuals.

Running a background check needs to enable you to find their phone details, house address, relatives, associated individuals, criminal, as well as, civil court cases, bankruptcies, and associated social media accounts like LinkedIn, Facebook, and Twitter.

We run separate accounts for high net worth individuals.

My first stop is PC and not individual card issuers since I get a running list of transactions from all accounts.

I am an investment advisor running my clients individual accounts in a value fashion.

This is because the numbers only account for the tests and results that are sent into IDEXX Laboratories and ANTECH Diagnostics, not those tests that are run in an individual hospital where they analyze results in house.

As always these offers are targeted for individual accounts and so will vary from person to person — I'm going through a reasonable run right now while a few months ago it felt like Amex had forgotten about me!

These comments have not been made by scientists in the peer - reviewed literature, but rather, on a website that, according to published accounts, is run by individuals sponsored by ExxonMobile corportation, hardly an objective source of information.

It is important to include not only the individuals who will be managing the outsourcing relationship, but also those who will be running the services or account on a daily basis, including individuals from the technical, finance, service level management and governance areas.

While QuickBooks can produce a report that shows the activity and balance by matter, it does not have the ability to run a single summary report that compares the book balance, bank balance, and the sum of individual card balances (i.e. all accounting for funds in transit).

Members of Hailsham Chambers have appeared in the cases which have shaped the law relating to the liability of professionals over recent years: the Nationwide lender litigation at end of the 1990s; the seminal cases which developed the law relating to loss of chance in the 2000s; many important limitation cases; the lender litigation which followed the onset of the 2008 financial crisis; the various cases exploring the full ambit of the Financial Ombudsman Service's powers; the recent run of cases clarifying the law relating to breach of trust by professionals holding money in client account; and numerous significant individual cases.

As far as can be determined, the operator of the account is the same individual who has ran it since day one.

This individual will support the CFO in running the accounting and operations dep...

PreCheck's April 2014 release includes over 10 features and enhancements, including six self - running reports on areas such as background check report volume, expanded visual cues for monitoring the status of reports, as well as the ability for clients to leave notes to communicate with other users on the account regarding individual reports.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network