Sentences with phrase «institutional investment business»

After twenty years on Wall Street, and as one of the few women Managing Directors in the institutional investment business, Leila took up painting with great zeal.
The organization combines Amanda's life - long commitment to serving others with the management expertise gained during her 20 + year career as a senior officer in the institutional investment business.

Not exact matches

In addition to being president of Wells Fargo Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under adminInvestment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under admininvestment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under adminInvestment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under administration.
Frias leads the $ 230 billion investment and pension solutions business, where she is responsible for the pension risk transfer, longevity reinsurance, structured settlements, and stable value businesses within Prudential Retirement, and related institutional product innovation efforts.
He ultimately had responsibility for Global Fixed Income Institutional Sales, the Municipal Division, Investment Products, the Insurance Company, the 401 (k) Business, and Middle Market Business, and he served on the Executive Committee for both the Institutional and Private Client Businesses.
Russell 2000 ® Index is a trademark of Frank Russell Company, doing business as Russell Investment Group («FRC») and has been licensed for use by BlackRock Institutional Trust Company, N.A..
Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in client assets.
Patel teaches (and co-created) a course on institutional impact investing at the Stanford University Graduate School of Business and serves on the Investment Committee for the Stanford GSB Student Impact Fund.
It operates through the following business segments: Investment Banking, Institutional Client Services, Investing and Lending, and Investment Management.
With wide adoption by businesses interested and capable of using Blockchain technologies to optimize their operations, and both the retail and institutional investor enticed by the return on investment of Blockchain technologies, it is safe to say that Blockchain technologies will be here to stay for 2018.
Wells Fargo Investment Institute serves clients of Wells Fargo Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in assets under administration.
Mr. Maddox leads the GMR team, which is comprised of highly experienced investment research professionals located around the globe who select and oversee the third - party money managers used throughout Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing binvestment research professionals located around the globe who select and oversee the third - party money managers used throughout Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing bInvestment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.
Today, IIFL Holdings Limited (Bloomberg Code: IIFL IN, NSE: IIFL, BSE: 532636) is India's leading integrated financial services group with diverse operating businesses, mainly, Non Banking and Housing Finance, Wealth and Asset Management, Financial Advisory and Broking, Mutual Funds and Financial Product Distribution, Investment Banking, Institutional Equities, Realty Broking and Advisory Services.
Glass Lewis helps institutional investors make more informed investment and proxy voting decisions by identifying business, legal, governance and financial statement risk at more than 16,000 companies worldwide.
In these roles, she oversees the management of the company's global institutional business, which includes relationships with corporate and public retirement plans, sovereign wealth plans, investment authorities and endowments and foundations.
Over a 14 - year period, Mr. Moysiuk led the creation and development of a significant institutional private equity business and portfolio, which generated exceptional investment performance.
Doyle Mallett is a senior investment consultant in Mercer's institutional wealth business.
Andriy Yarmak, FAO (Italy) Structuring your export business to attract investment How can fresh produce companies in south - east Europe attract institutional investors in what continues to be a rapidly changing international business?
B Lab drives systemic change through three interrelated initiatives: 1) building a community of Certified B Corporations to make it easier for all of us to tell the difference between «good companies» and just good marketing; 2) accelerating the growth of the impact investing asset class through use of B Lab's GIIRS impact rating system by institutional investors; and 3) promoting supportive public policies, including creation of a new corporate form and tax, procurement, and investment incentives for sustainable business.
Phil Ellis, Non-executive Board Member - Previously Client Portfolio Director at Aviva Investors, 33 years institutional property investment management, investor relations and business development experience through all business cycles.
For institutional investors and businesses (even small businesses), investments will easily exceed this limit.
Cyclical business model Charles Schwab operates a fairly straight forward enterprise model: It provides brokerage and investment management services to institutional and retail clients and benefits from increased trading propensity.
Sean Sirois, Head of Business Development, Quebec and Eastern Canada In this role, Mr. Sirois is responsible for marketing investment solutions to consultants, defined benefit pension plan sponsors, and other institutional investors.
Carl Bang is President, Sun Life Institutional Investments (Canada) Inc., a Sun Life Financial business that offers investment solutions to defined benefits pension plan clients and other institutionInstitutional Investments (Canada) Inc., a Sun Life Financial business that offers investment solutions to defined benefits pension plan clients and other institutionalinstitutional investors.
Eugene Lundrigan to take on additional accountabilities as President, Sun Life Institutional Investments (Canada) Inc. while continuing to head up business strategy for the global asset manager; Heather Wolfe joins team as Senior Managing Director, Head of Business Development and Client Relatibusiness strategy for the global asset manager; Heather Wolfe joins team as Senior Managing Director, Head of Business Development and Client RelatiBusiness Development and Client Relationships.
He was a Managing Director of Bankers Trust Corporation, a diversified financial institution and investment bank, where he ran foreign exchange options worldwide and was a partner in the institutional hedge fund business.
«We made the strategic decision to exit the reverse business due to competing demands and priorities that require investments and resources be focused on other key areas of our business,» said Doug Jones, consumer sales and institutional mortgage services executive for Bank of America Home Loans.
Also, it is important to point out that certain customers can not take part in the program, including Business Banking, Global Commercial Banking, Global Corporate Investment Banking and Institutional customers.
There are additional risks related to commodity investments due to large institutional purchases or sales, changes in exchange rates, government regulation, world events, economic and political conditions in the countries where energy companies are located or do business, and risks for environmental damage claims, as well as natural and technological factors such as severe weather, unusual climate change, and development and depletions of alternative resources.
It endeavors to identify relative value investments across all locations, industries and tenants among these properties through the principled application of company proprietary risk assessment model, operate properties in an institutional manner, and capitalize business appropriately given the characteristics of assets.
Rob has 26 years of investment sales, marketing and client service experience, having been responsible for retail and institutional business development for both wirehouse and regional broker - dealer national accounts.
Historically, lawyers across our firm have served the New York business and legal community for decades through their wide - ranging association with investment banks, financial institutions, investment funds and institutional clients.
Representing institutional investors in connection with investments in private equity funds, including advising on business, ERISA, state pension plan, foreign investor, bank holding company and tax issues.
Our signature broker - dealer compliance and counseling, enforcement, and litigation practice spans the spectrum of broker - dealer trading and markets, including institutional clients and retail or «private client» brokerage and investment advisory businesses.
We offer over 1,500 branches and 2,800 ATM in convenient locations throughout the southern regions of the U.S. SunTrust provides deposit, credit, trust, and investment services to a broad range of retail, businesses, and institutional clients.
We offer branches and ATMs in convenient locations throughout the southern regions of the U.S. SunTrust provides deposit, credit, trust, and investment services to a broad range of retail, businesses, and institutional clients.
Produced company's first integrated brand exhibit, One Prudential, to showcase all product and service distribution businesses under company's insurance, retirement, institutional, investments, and real estate categories; interactive multimedia exhibit traveled to major markets across US where high - net worth investors were invited to attend free seminars featuring high - profile financial news experts.
The main areas of business for the firm today are Global Wealth Management, Institutional Securities and Investment Management.
Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York
Yahoo! Inc. (New York, NY) 09/2001 — 09/2002 Senior Account Executive / New Business Development • Facilitated multimedia sales between Yahoo and leading national and international investment banks • Provided clients with secured institutional trading platforms and corporate portal options • Negotiated high - end sales contracts and served as liaison for corporate counsel and in - house legal staff • Generated business opportunities within new and existing customer base of money centers and banks • Consistently surpassed monthly targets by reaching at minimum 150 % sales goal efficiency • Teamed with Yahoo media sales teams to coordinate comprehensive solution based sellingBusiness Development • Facilitated multimedia sales between Yahoo and leading national and international investment banks • Provided clients with secured institutional trading platforms and corporate portal options • Negotiated high - end sales contracts and served as liaison for corporate counsel and in - house legal staff • Generated business opportunities within new and existing customer base of money centers and banks • Consistently surpassed monthly targets by reaching at minimum 150 % sales goal efficiency • Teamed with Yahoo media sales teams to coordinate comprehensive solution based sellingbusiness opportunities within new and existing customer base of money centers and banks • Consistently surpassed monthly targets by reaching at minimum 150 % sales goal efficiency • Teamed with Yahoo media sales teams to coordinate comprehensive solution based selling efforts
Scott Addison, president, brokerage services for Colliers, says Stewart will «focus on growing Colliers capital markets and institutional investment sales business on a national basis.
«With a proven ability raising capital across institutional, retail and international investors, Mr. Kraft is a strong, business - minded executive, well - versed in the real estate investment space,» says Jim Neilas, principal broker at Hi - Rise.
CIBC's capital markets business provides a wide range of credit, capital markets, investment banking and research products and services to government, institutional, corporate and retail clients in Canada and in key markets around the world.
Named to this role in 2012 in conjunction with MetLife's launch of its real estate asset management business, Wilsmann is responsible for leading MetLife's $ 20 billion direct property investment platform, investing on behalf of the MetLife General Account as well as institutional investors including public and private pension funds and sovereign wealth funds.
That is why GE Capital, one of the largest net lease players in the market, has been focusing on expanding its restaurant business for more than a year, says Joseph French, senior vice president of institutional retail sales with Sperry Van Ness, a national real estate investment brokerage firm.
As a business incubator, we specialize in creating, developing and supporting member companies that provide commercial real estate - related services and alternative investment funds, including limited partnerships, institutional funds and non-listed and listed REITs, and real estate services for both Inland member companies and third parties.
CANTOR FITZGERALD Cantor Fitzgerald, formed in 1945 as an investment bank and brokerage business, became known for its innovation in computer - based bond brokerage, the quality and success of its institutional distribution business model, and as the market's premier dealer of government securities.
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