Sentences with phrase «level financial services executive»

Eric is a high - level financial services executive who's currently employed, but looking to make a move.

Not exact matches

Our HCM Division assisted our Compensation Committee in the Committee's review of compensation plans at other financial services firms by providing the Committee with information relating to compensation plan design and compensation levels for named executive officers and other senior employees at these firms.

Queen City Fintech partners with some of the largest financial institutions and tech and service providers in the world, providing access to executive level members of said institutions.

Other specific duties and responsibilities of the HR and Compensation Committee include reviewing senior management selection and overseeing succession planning, including reviewing the leadership development process; reviewing and approving objectives relevant to executive officer compensation and evaluating performance and determining the compensation of executive officers in accordance with those objectives; approving severance arrangements and other applicable agreements for executive officers; overseeing HP's equity and incentive compensation plans; overseeing non-equity-based benefit plans and approving any changes to such plans involving a material financial commitment by HP; monitoring workforce management programs; establishing compensation policies and practices for service on the Board and its committees, including annually reviewing the appropriate level of director compensation and recommending to the Board any changes to that compensation; developing stock ownership guidelines for directors and executive officers and monitoring compliance with such guidelines; and annually evaluating its performance and its charter.

His background as a CEO in the European financial sector, as a strategic development consultant with international pharmaceutical and service sector firms, teacher and executive coach provide a level of experience and perspective that working in an international arena is able to bring.

My business specialty involved working hands on with under - performing markets (primarily in the financial services sector) aligning the executive vision by spearheading the implementation at ground level.

(B)(i) that such unit shall be located at an organizational level and shall have an organizational status within such State agency comparable to that of other major organizational units of such agency, or (ii) in the case of an agency described in clause (1)(B)(ii), either that such unit shall be so located and have such status, or that the director of such unit shall be the executive officer of such State agency; except that, in the case of a State which has designated only one State agency pursuant to clause (1) of this subsection, such State may, if it so desires, assign responsibility for the part of the plan under which vocational REHABILITATION services are provided for the blind to one organizational unit of such agency, and assign responsibility for the rest of the plan to another organizational unit of such agency, with the provisions of this clause applying separately to each of such units; provide for financial participation by the State, or if the State so elects, by the State and local agencies to meet the amount of the non - Federal share; provide that the plan shall be in effect in all political subdivisions, except that in the case of any activity which, in the judgment of the Secretary, is likely to assist in promoting the vocational REHABILITATION of substantially larger numbers of handicapped individuals or groups of handicapped individuals the Secretary may waive compliance with the requirement herein that the plan be in effect in all political subdivisions of the State to the extent and for such period as may be provided in accordance with regulations prescribed by him, but only if the non - Federal share of the * cost of such vocational REHABILITATION services is met from funds made available by a local agency (including, to the extent permitted by such regulations, funds contributed to such agency by a private agency, organization, or individual);

This policy document summarises the main findings of a major two - phase study on the financial services sector and climate change for corporate decision - makers at executive board level and for key government policy - makers.

Accomplished human resources professional and recruiter with executive and professional - level experience in healthcare, insurance, financial services, consulting, and entertainment industries.

Occupations and industries served include but are not limited to: Senior Level Executives, General Management, Director / VP Level, Finance Administration, CEO, COO, CFO, CIO, CTO, Entrepreneurs, Insurance Specialties, Administration, Sales & Marketing, Education, Engineering, Environmental Services, Human Resources, Health Care & Social Services, Financial Services, Hospitality & Service Occupations, Information Technology, Law Enforcement, Security, Logistics, Communications, Retail Management, Purchasing, Plant Management, Consulting, Arts & Humanities, Transportation and Industrial.

This resume service is for all C level executives, Senior Managers, IT Managers, Lawyers, and Business Owners (i.e.; President, Chief Executive Officer, Chief Financial Officer, Chief Information Officer, Chief Technology Officer, Chief Operations Officer, Chief Creative Officer, Executive Vice President, Vice President, Director, Regional or District Management, IT Management, Controller, Senior Project Managers, Business Owners who are transitioning and other executive level managers with six figure plus sExecutive Officer, Chief Financial Officer, Chief Information Officer, Chief Technology Officer, Chief Operations Officer, Chief Creative Officer, Executive Vice President, Vice President, Director, Regional or District Management, IT Management, Controller, Senior Project Managers, Business Owners who are transitioning and other executive level managers with six figure plus sExecutive Vice President, Vice President, Director, Regional or District Management, IT Management, Controller, Senior Project Managers, Business Owners who are transitioning and other executive level managers with six figure plus sexecutive level managers with six figure plus salaries).

For example, if you were a VP of Financial Services and now you would like a Management of Operations position, you would focus on your people skills, organizational skills, and you must be ok with downplaying your executive - level accountabilities such as global - market strategies, market assessment, and enterprise - wide initiatives.

In addition to managing the company's reputation, providing senior level outplacement services to displaced executives has significant financial rewards as well.

Our clients in Montreal, Canada rely on the experience of our financial services recruiters in matching top - performing financal professionals to their senior - level executive finance positions.

On the December 6 SixFigureStart Career Coaching Radio Show on Blog Talk Radio, I covered 3 of my favorite career success stories from 2011: A financial services executive begins a new career as Director of Development and Outreach for a public school system; A pharmaceutical executive moves to a C - level role in a start - up; An -LSB-...]

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1999 - 2000 Executive Administrative Assistant — Interim On - Site @ Dell Financial Services, Austin, TX Provided high level support for all levels of management in the Home & Small Business Sales and Legal Departments.

Tags for this Online Resume: P&L Management, Operations / Quality Management, Leadership / Talent Development, Productivity / Process Improvement, Contract / SLA Administration, Global Sourcing, RFP / Pricing / Sales Support, Strategic Planning, Risk / Business Continuity Management, Client Consulting, C - Level / Executive Relations and Presentation Skills, Project / Program Management, Organizational Change Management, Client Retention, P&L / Financial Management, Building and Leading Teams, Productivity Improvement / Cost Reduction, Business Process / Service Delivery Improvement (Lean, Six Sigma), Client Management and Consulting, Large Scale Project / Program / Implementation Management, Organization and Client Change Management, Client Retention, Revenue Growth, RFP, Pricing, and Sales Support, Managing and Developing Talent

I have acquired 20 years of executive management experience at upscale / luxury full - service resort hotels and vacation ownership properties with emphasis on strong financial management, progressive operating procedures and high levels of guest service.

Morgan Stanley Smith Barney, Location 2011 — Present Financial Advisor Accountable for providing acquisition and service to High Net Worth (HNW) clients and C - level executives.

International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon

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 gexecutive 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 gexecutive 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 gExecutive 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

International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International Business»

She works across the financial services spectrum to identify CEOs and senior - level executives for public and private real estate companies, and financial services companies conducting business in the Americas.