Sentences with phrase «leading financial services organizations»

Senior Attorney with 20 years of diverse experience in leading financial services organizations.

Here at Fintech Finance, we work with renowned executives in the industry to provide key decision - makers globally within leading financial services organizations with reliable and accurate intelligence on emerging trends and breakthrough technologies, helping them to make informed decisions.

Aegon, one of the world's leading financial services organizations, providing life insurance, Money Back Plans, pensions and asset management and Bennett, Coleman Company

Aegon, one of the world's leading financial services organizations, providing life insurance, Endowment Plans, pensions and asset management and Bennett, Coleman Company, India's leading media conglomerate, have come together to launchAegon Life Insurance Company Limited.

It has become one of the world's leading financial services organizations, providing life insurance, pensions, and asset management.

About Us AEGON, one of the world's leading financial services organizations, providing life insurance, pensions and asset management, Religare, holding company for one of India's leading diversified financial services groups and Bennett, Coleman & Company,...

Because we are one of the nation's leading financial services organizations, we have strong relationships with the cash advance loans companies in the industry.

Queen City Fintech provides fintech startups access to world class mentors, capital, and leading financial services organizations; all in the heart of global banking hub Charlotte, NC.

Here at Fintech Finance, we work with renowned executives in the industry to provide key decision - makers globally within leading financial services organizations with reliable and accurate intelligence on emerging trends and breakthrough technologies, helping them to make informed decisions.

TFI is a wholly owned subsidiary of TIAA, a leading financial services organization, with nearly 100 years of experience, and one of the world's largest pension systems, based on assets under management.

Established in 2011, Edelweiss Tokio Life Insurance Company Ltd is a joint venture between Edelweiss Financial Services Ltd, one of India's leading financial services organization and Tokio Marine Holding, Inc., one of the oldest (130 years) and biggest insurance companies.

Not exact matches

Founded in 2013 by a team that has previously delivered industry - leading products in networking, SDN, cloud, security and web - scale applications, CloudGenix serves world - class financial services, legal, retail and technology organizations.

Led by MaRS and Esplanade, this unique cross-sector group of supporting organizations includes leading foundations, financial institutions and financial services firms.

MFS is a member of the Sun Life Financial group of companies, a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate cFinancial group of companies, a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate cfinancial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers.

As a payments industry veteran, Bruce has significant experience leading product and risk organizations at leading Financial Services companies, including Wells Fargo, i2, Financial Settlement Matrix and First Data.

WAMC's Alan Chartock In Conversation with Roger Ferguson, Jr., President and Chief Executive Officer of TIAA - CREF, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization.

In all these years, we have built compliance training courses for some of the leading global organizations in Financial services, Insurance, Healthcare and several others in varied manufacturing sectors.

The Lab's staff will also continue to lead the national advocacy agenda that NCTL launched in 2007 Additionally, grant will support the Lab's «By All Means» initiative by providing advice and support to the city teams, leveraging financial and technical assistance resources, conducting research on the effectiveness of local work, documenting local work and disseminating best practices, brokering national partnerships with organizations in the health, education, social service, and community schools» fields, and providing direct technical assistance in relevant areas of expertise.

He has invested the majority of his career leading organizations and service - related businesses in the financial services and education finance arenas.

With offices in Maryland and Arizona, CSDC has grown into a leading provider of financial and real estate development services to charter school organizations nationally.

Most recently, Stephanie served as managing director of finance and operations for the ROADS Schools Network, where she supervised all core financial and operational functions of the organization and led cross-functional teams in the design and delivery of first - class school support services.

Kotak Mahindra is one of India's leading banking and financial services organizations, offering a wide range of financial services that encompass every sphere of life.

As a service to our members who need help with financial management or credit counseling, Merrimack Valley Credit Union has partnered with Greenpath Financial Wellness, a non-profit, financial wellness organization that has been empowering people to lead financially healthy lives sifinancial management or credit counseling, Merrimack Valley Credit Union has partnered with Greenpath Financial Wellness, a non-profit, financial wellness organization that has been empowering people to lead financially healthy lives siFinancial Wellness, a non-profit, financial wellness organization that has been empowering people to lead financially healthy lives sifinancial wellness organization that has been empowering people to lead financially healthy lives since 1961.

To help Life Happens deliver its educational messages, it receives financial support from more than 140 of the nation's leading insurance and financial services organizations.

Randi Salko, a former managing director for big financial services organizations such as Credit Suisse and the current founder of She's Fit To Lead, advocates approaching the topic with humility.

MCAP's Home Mortgage Protection & Disability Insurance products are underwritten by Sun Life Assurance Company of Canada which is a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers.

Chris has been a leading practitioner and pioneer in the field of professional firm business management for almost 20 years, building his experience in legal, accounting, consulting, financial services and outsourced services organizations.

Drawing on more than 15 years of experience in employee benefits, Vanessa works with some of the nation's leading companies, including global insurers, airlines and financial services organizations.

Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products / services to individuals and corporate cFinancial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products / services to individuals and corporate cfinancial services organization providing a diverse range of protection and wealth accumulation products / services to individuals and corporate customers.

AIG is the world's leading US - based international insurance and financial services organization, the largest underwriter of commercial and industrial insurance in the United States, and the second - largest US life insurer.

Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the Aditya Birla Group, a well known Indian conglomerate and Sun Life Financial Inc, one of the leading international financial services organizations froFinancial Inc, one of the leading international financial services organizations frofinancial services organizations from Canada.

Birla Sun Life Insurance Company Limited (BSLI) is a joint venture between the Aditya Birla Group, a well known Indian conglomerate and Sun Life Financial Inc, one of the leading international financial services organizations froFinancial Inc, one of the leading international financial services organizations frofinancial services organizations from Canada.

Helped lead Fortune 200 Financial Services organization s eCommerce program from startup to core business strategy, accounting for 78 % of customer interactions.

Dynamic, highly accomplished, and influential Senior Sales Professional with particular interest and expertise selling enterprise software solutions, SaaS and managed services solutions, content management and emerging web solutions, and leading network and asset management tools to Fortune 500 companies, name brand organizations, large legal and financial institutions, and leading non-profit organizations.

To work in a organization that values my expertise as a financial subject matter expert in regards to leading, managing and mentoring a very large Shared Services operation.

STEPHANIE STAFF, CPRW Stephanie Staff has over a decade of corporate human resource and executive search experience, resulting in an extensive background in identifying and recruiting top talent to leading organizations in the financial services, publishing, and marketing industries.

Non-Profit Program and Operations Coordinator — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various program administration functions, overseeing operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team, including program mission, marketing and public relations, vendor and volunteer management, member services and systems implementation Demonstrate leadership with respect to program direction, fundraising strategies and project management Provide continuous assessment of key considerations, potential issues, and the utilization of available resources, while furnishing oversight and guidance regarding effective donor recruitment and recognition strategies Perform needs - based and situational assessments of policies and procedures to evaluate program effectiveness, improve operational efficiency, manage and reduce costs, and promote both staff and member satisfaction Utilize talent among team members with focused training efforts, effective collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing, relations, administration and program operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Facilitate the effective execution of all related administrative and financial aspects of non-profit management, while analyzing and presenting important information to executives, stakeholders and other relevant parties Ensure the organization and maintenance of relevant information in confidential, secure, and efficient manner as well as adherence to all stated laws, statutes, policies, procedures and guidelines with application in the non-profit arena Support the creation and implementation of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge of related products, services, techniques and relevant tools

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pFinancial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and poServices Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and poservices Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

Professional Experience American Red Cross (Douglasville, GA) 11/2007 — Present Communications Manager • Lead the strategic direction and implementation of all public relations and communication functions to achieve American Red Cross Blood Services collection goals and organizational objectives • Collaborate with Chapter counterparts to promote a singular American Red Cross image and messaging throughout the state • Develop viable communications plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entities

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation