Sentences with phrase «investment sales professionals»

By focusing on the key property types within a well - defined asset class, our team of investment sales professionals offers the industry's finest brokerage services.Who understand our business and the requirements of confidentiality that gives our clients peace of mind.

In today's increasingly competitive brokerage environment, is there an asset class that mortgage brokers and investment sales professionals can turn to find full fees and a more simplified process?

Not exact matches

His clients include executives and business leaders in a broad range of industries, including all varieties of financial services (securities and commodities trading and sales, banking, investment and hedge funds), automobile manufacturing and sales, professional sports agency, pharmaceuticals, and high technology.

While with the firm, he worked with financial professionals in equity research, macro-strategy, institutional equity sales, investment banking, and wealth management.

Our team of credit professionals deliver sales and trading capabilities across a wide range of fixed income asset classes including high yield, distressed and investment grade bonds, convertible bonds, public and private corporate securities, leveraged loans and emerging market debt.

You can trust JLL's commercial real estate investment sales team to leverage their marketing acumen, industry experience and professional relationships to get the deal done.

Check with your investment professional to determine which funds are available for sale within their firm.

The market practices chronicled in this white paper show that financial firms and their sales - based financial professionals function as investment advice providers, despite financial lobbyists» legal claims to the contrary.

For other APAC countries, this material is issued for Institutional Investors only (or professional / sophisticated / qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Prior to Citi, he helped drive sales at Zappedy and was a Partner at Battery Ventures, where he helped build out the India investment effort as well as develop the local commerce and fin tech investment areas in the US.Ramneek started his professional career as a design engineer at PMC Sierra and worked on the hardware design team at TiVo.

He is responsible for developing research and analysis for the firm's investment professionals and Sales and Client Service teams, and for conveying the firm's views to clients.

Gawker Media has hired an investment banker to explore strategic options including a potential sale, according to a person familiar with the matter, as the digital media company fights a costly legal battle with professional wrestler Hulk Hogan.

[Box 21] AAAS Board of Directors, 1978 AAAS Board of Directors, 1979 AAAS Council, Meeting, 19 February 1978 AAAS Council, 1979 AAAS Committee on Council Affairs, Meeting, 15 Nov 1978 AAAS Committee on Future Directions, 1977 (2 Folders) AAAS Committee on Future Directions, 1978 AAAS Committee on Future Directions, 1979 William D. Carey, correspondence, 1977 William D. Carey, correspondence, 1978 William D. Carey, correspondence, 1979 Executive Office, 1979 AAAS Copyright Committee, 1979 AAAS Development, 1978 AAAS Investment and Finance Committee, Minutes, 1977 AAAS Report on Financial Statements, 1976 - 1977 AAAS Investment and Finance Committee, 1979 AAAS Investment and Finance Committee, 1982 AAAS Membership recruitment, 1977 AAAS Membership recruitment, 1979 Membership and Public Info., Monthly reports, 1979 Publications, 1977 Publication requests, 1977 Meetings and Publications, 1979 Staff liaisons to Section business meetings, Houston, TX, January 1979 Science magazine, sales and marketing, 1977 Science 80, 1979 Scroll of Honor presentation to Olin E. Teague, 1979 Proposal, Survey and Workshop on Professional Ethics, 1978 AAAS Day Care Committee, 1984 AAAS Annual Report, 1985 AAAS Annual Meeting, 1987 AAAS Caribbean Division, 1986 AAAS Caribbean Division, 1987

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An investment professional handles the purchase and sale of individual securities in the fund, based either on an index or on his or her professional expertise.

Highlights for this Chicago, Illinois Home Inspector include: Home Warranty Inspections, Multifamily Inspection, Structural Inspections, Exterior Inspection, Pre-Purchase Inspections, Prompt Service, Home Inspection Reports Within 24 Hours w / Photos, Pre-list Inspections, Property Inspections, Investment Property, Foundation Inspections, Real Estate Inspection Services, Ceilings & Floors Inspection, PRE SALE INSPECTIONS FOR THE SELLER ARE AVILABLE SO YOU CAN SE, Glendale Heights Architectural Consultation, Real Estate Inspections, Pre-Sale Home Inspection, Kitchen And Bath Inspection, Trained & Certified, Mechanicals, Carpet & Flooring Inspection, Complete Home Inspection Services, InterNACHI Member, Commercial Real Estate Inspections And Bank Lending Inspection F, Furnace Inspections, Condominium Inspections, Certified Professional Inspector, Home Inspection, Licensed & Insured, Glendale Heights Basement Foundation Inspections, Attic And Garage Inspection, Interior / Basement / Crawl Space Inspection, Electrical Inspections, HVAC Inspections, Ceiling Inspection, Residential Home Inspections, Town Home Inspections, Pre-Purchase, Plumbing System Inspection, Foreclosure Bank Inspections, and Real Estate Purchase Inspections.

An accomplished sales and marketing executive, Mr. Witkos has spent his career refining the art of investment distribution and championing the role that professional investment management plays in helping individual investors achieve their financial goals and dreams.

Highlights for this Machesney Park Home Inspector include: Drainage Issues, Residential And Commercial, Interior Inspections, Structural Inspections, 4 Point Insurance & Property Inspections, Certified Professional Inspector, 1 Year Warranty Inspection, Foundation Inspections, Licensed & Insured, Property Inspections, Years Of Experience, New Construction Inspections, Condominium Inspections, Construction Progress Inspections, Rockford We Will Do Roof / attic Inspections, Complete Home Inspection Services, Moisture & Water Infiltration Testing, Residential Home Inspections, Kitchen And Bath Inspection, Pre-Listing Seller Inspections, Foreclosure Bank Inspections, Multifamily Inspection, Home Buyer's Inspection, Town Home Inspections, Exterior Inspection, Pre-Purchase Inspections, We Actually Walk The Roof, Deck Inspections, Log Homes, Rockford PRE SALE INSPECTIONS FOR THE SELLER ARE AVILABLE SO YOU CAN SE, Roof Inspections, Real Estate Inspection Services, Investment Property, and Synthetic Stucco.

Although many people can probably benefit from professional help allocating and maintaining their investment strategies over time don't be lured into the high fee sales pitch thinking that you get more for what you pay for.

Since the author's audience is all types of investment professionals (including those that are sales oriented), he does stray somewhat from advice you'll likely hear from fee - only NAPFA professionals, but overall the book is quite good and worth a read.

Highlights for this Chicago, Illinois Home Inspector include: Home Warranty Inspections, Multifamily Inspection, Structural Inspections, Exterior Inspection, Pre-Purchase Inspections, Prompt Service, Home Inspection Reports Within 24 Hours w / Photos, Pre-list Inspections, Property Inspections, Investment Property, Foundation Inspections, Real Estate Inspection Services, Ceilings & Floors Inspection, PRE SALE INSPECTIONS FOR THE SELLER ARE AVILABLE SO YOU CAN SE, Lisle Architectural Consultation, Real Estate Inspections, Pre-Sale Home Inspection, Kitchen And Bath Inspection, Trained & Certified, Mechanicals, Carpet & Flooring Inspection, Complete Home Inspection Services, InterNACHI Member, Commercial Real Estate Inspections And Bank Lending Inspection F, Furnace Inspections, Condominium Inspections, Certified Professional Inspector, Home Inspection, Licensed & Insured, Lisle Basement Foundation Inspections, Attic And Garage Inspection, Interior / Basement / Crawl Space Inspection, Electrical Inspections, HVAC Inspections, Ceiling Inspection, Residential Home Inspections, Town Home Inspections, Pre-Purchase, Plumbing System Inspection, Foreclosure Bank Inspections, and Real Estate Purchase Inspections.

In addition to sales loads, 12b - 1 fees, networking and processing fees, USBI receives mutual fund support fees, which are sometimes referred to as «revenue sharing» payments, from the advisers or distributors of mutual funds that have access to USBI's investment professionals, as described below.

The only «permanent sales» are: The Lifetime Subscription Deal Bundled Deal with everything on the site Professional Investment Portfolio Building Kit New Financial Planner Starter Kits

The justification for a load fund is that investors are compensating a sales intermediary such as a broker, financial planner, investment advisor or other professional for his time and expertise in selecting an appropriate fund.

Join your fellow industry professionals to find out about the very latest trends in sales, marketing, operating, branding, investment, design and much more, at Boutique and Lifestyle Hotel Summit 2018.

Following the federal regulations, sales professionals must provide a prospectus of available investment products to potential buyers.

Summary Technical Sales and Commercial Professional in the Additive Manufacturing, Powder Metallurgy, Investment, Sand and Solid Mold casting industries serving the Aerospace, Defense, Aero Engine and Industrial Gas Turbine (IGT) markets in Europe, Canada, Japan and the US.

Examples may include sales commissions, performance bonuses, insurance, vacation time, a flexible work schedule, professional memberships, expenses for relocation, investment programs, use of a company car, special training or education benefits, and company discounts.

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As part of her work, she has facilitated the implementation of interviewing and hiring protocols, policy development, and worked with the leadership of numerous companies to effectively develop internal talent.Debra has worked with professionals at all levels and is comfortable writing for people from myriad disciplines, including investment banking, marketing, sales, public relations, manufacturing, academia, law, technology, corporate finance, accounting, and strategic management consulting to name a few.

Provided customers with information on purchase and sale of securities, and investment plans, based on review of professional publications and other financial literature

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Although transitioning to medical sales will require extra training and education, the investment is worth it — there will always be a demand for medical sales professionals.

Multifaceted and goal - oriented professional with valuable experience managing in customer - driven and dynamic industries and recognized success in wealth management and investment - related sales, committed to pursuing a career as financial analyst.

Takeaway: Experienced medical sales professionals may cost more in terms of salary and benefits, but their skills and expertise may be worth the extra investment.

Dynamic, entrepreneurial professional, with extensive experience in business development, sales, and marketing, and in - depth knowledge of multi-unit investment properties and real estate management experience that includes project coordination, property management, and builder relations.

Finance, Marketing, Media, Digital, Professional Services, FMCG, Technology, Big Data, Telecommunications, Project / Change Management, Financial Transformation, Legal, Insurance, CSR & Sustainability, Multi-lingual positions, Investment Banking, Creative, PR, Financial Services, Consultancy, Life Sciences, Pharmaceutical, Medical Sales, Logistics / Supply Chain, Property, Not - for Profit, Oil, Gas & Energy.

High energy, self - motivated, sales minded recruiting / HR professional with over 12 years experience some of which was spent at The Vanguard Group a fortune 500, well - known company in investments.

Tags for this Online Resume: Manager, MSOffice, Sales Professional, Presenter, Retirement Planner, Accredited Investment Fiduciary, Life Health and Annuity Licensed, FINRA Series 6 an 63, Employee Benfit Plans, 401 (k) Plan sales and markSales Professional, Presenter, Retirement Planner, Accredited Investment Fiduciary, Life Health and Annuity Licensed, FINRA Series 6 an 63, Employee Benfit Plans, 401 (k) Plan sales and marksales and marketing

Sales Manager — Global Accounts, Americas Region 2010 — Present Spearheaded a team of six sales professionals who collectively managed a $ 50M territory, consisting of the top twenty largest global investment banks, commercial banks, insurance companies and asset management fSales Manager — Global Accounts, Americas Region 2010 — Present Spearheaded a team of six sales professionals who collectively managed a $ 50M territory, consisting of the top twenty largest global investment banks, commercial banks, insurance companies and asset management fsales professionals who collectively managed a $ 50M territory, consisting of the top twenty largest global investment banks, commercial banks, insurance companies and asset management firms.

Professional Summary A Registered Sales Associate has strong knowledge of investment products and pr...

Driven partner eager for professional growth, increased responsibility, and the opportunity to leverage extensive sales, investment analysis, risk management, and project management expertise — along with an entrepreneurial spirit — within the performance - based work culture of a growing organization.

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner

Other Professional Experience MetLife (Staten Island, NY and Piscataway, NJ) 10/2002 — Present Financial Services / Investment Advisor Representative (11/2009 — Present) Agency Sales Director / Principal / Investment Advisor Representative (04/2008 — 11/2009) Functional Manager / Investment Advisor Representative (10/2002 — 04/2008)

Professional Experience MetLife (Staten Island, NY and Piscataway, NJ) 10/2002 — Present Financial Services / Investment Advisor Representative (11/2009 — Present) Agency Sales Director / Principal / Investment Advisor Representative (04/2008 — 11/2009) Functional Manager / Investment Advisor Representative (10/2002 — 04/2008) GrecoRoman Entertainment Corp. (Staten Island, NY) 02/2002 — Present Sound & Lighting Production Engineer / Disc Jockey / Emcee / Production Manager TPC Management Inc., President / Artist Manager (Staten Island, NY) 01/1999 — 12/2002 PrivatAir, Account Sales Manager (Moonachie, NJ) 03/2000 — 06/2002 MillionAir (Teterboro, NJ) 03/1998 — 03/2000 Client Relations Manager (03/1999 — 03/2000) Assistant to Director of Marketing (03/1998 — 03/2000) WKTU 103.5, Assistant Producer / Promotional Team Leader (Jersey City, NJ) 07/1997 — 10/1997

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business

Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relationships

Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential sales opportunities for clients Generated significant revenue through successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand company reach and sales Conducted Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting company and client assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business