Sentences with phrase «leading financial institutions through»

Research Affiliates delivers solutions in partnership with some of the world's leading financial institutions through their offerings of mutual funds, ETFs, separately managed accounts, and / or commingled accounts.

He led the financial institution through its acquisition by Scotiabank in 2012 and its rebranding from ING Direct to Tangerine Bank in April 2014.

Not exact matches

Promoting financial literacy through a government - led campaign rolled out by financial institutions met with only 13 % approval, and leaving the task to post-secondary institutions received just 9 %.

Through a system of interlocking memberships on the boards of companies he had reorganized or influenced, Morgan and his banking house achieved a top - heavy concentration of control over some of the nation's leading corporations and financial institutions.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

On the account of the various financial impropriety crusade led by so called fringe financial institutions like the DKM Micro Finance, God is Love and several others through their activities and other engagement with the central bank of Ghana, a significant number of Ghanaians have huge sums of monies hijacked with no or little convincing information available to these helpless victims to curtail their anxieties, frustrations and disappointments.

EdAssist ™ is a Bright Horizons ® Solution at Work and a leading provider of comprehensive managed education solutions, helping companies and their employees maximize their education assistance resources through individualized education and financial advising, expert administration, and a robust network of fully accredited educational institutions.

We deliver solutions in partnership with some of the world's leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and / or commingled accounts.

If the local bank or credit union wants to participate on a loan with BND or the borrower wants to access a BND program, the request comes through the lead financial institution, not the borrower.

Arteaga led the museum through a five - year strategic planning process that focused on developing new audiences, implementing new technologies, and ensuring financial stability for the institution.

She has ensured the financial viability of the Museum through one of the most difficult funding periods for the institution and has led a critically acclaimed programme with a particular focus on supporting artists» practice and introducing new audiences to contemporary art through a dynamic and discursive programme that extends beyond the gallery space.

In January of 2012 the Board authorized an unbudgeted expense of $ 63,000 over five months for The Whelan Group's services, «to build capacity to lead the institution effectively through a period of financial challenges and organizational change.

In fact, the FCA requirement for financial institutions to operate complaints schemes, as well as a number of extensive regulator - led remedial schemes, and the financial and other ombudsman services, means a lot of work is done to avoid litigation — but this means advisory experts are needed and the experience I can bring to expert witness work is founded on a wide range of exposure obtained through consultancy.

An All - in - One Solution The most efficient way to keep yourself covered, your information secure, and your reputation intact is to look to security solutions that are automatically provided through leading cloud - based law practice management systems that offer same stringent security as global financial institutions.

Headquartered in Madrid, Banco Santander is the leading financial institution by market capitalization in the Eurozone and operates globally through a network of subsidiaries across Spain, the United Kingdom, the United States and Brazil, as well as other European and Latin American countries.

Mary is recognized as one of the country's leading financial regulatory consultants, having advised some of the world's largest financial institutions navigating through the technical requirements of complex global regulations such as Dodd Frank, FATCA, Basel, EMIR, AIFMD, Margin Rules and more.

IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

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 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 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