Sentences with phrase «manage asset location»

He or she may also choose to manage asset location with the range of funds available through the policy.

Not exact matches

Morgan Stanley Wealth Management is an industry leader, managing $ 1.7 trillion in client assets through a network of 17,000 representatives in 740 locations.

In this file is a handwritten, very detailed letter telling what is to be done to manage these assets, policies, etc and a list of account numbers and locations of accounts.

Advisers can manage assets and trade across all managed account programs, including rep as portfolio manager, exchange - traded funds and mutual fund advisory in one location for greater efficiency.

In the newsletter we cover two strategies we employ when managing client portfolios to reduce taxes: Tax loss harvesting, and thoughtful asset location.

They currently manage $ 490 Billion in assets, have 47 locations across 21 different countries, have close to 3,500 employees, and is currently traded on the... Read More

If it's to manage your emotional response to nominal declines you might see in your account, then using the nominal amounts might be the right way to go about it even when you split up your asset location.

For some who live there, though, managing assets in this urban location can feel a little like going over the falls in a barrel.

Accomplishments Managed the accounting department including month end close, financial reporting packages accounts payable, revenue recognition, fixed assets, cash flow forecasting, and account reconciliations Prepared monthly, quarterly, and annual forecasts including the balance sheet and P&L for 420 multi-site retail locations Performed product profitability analysis and prepared capital expenditure recommendations Performed audits and work with our external auditors to determine the reliability and integrity of financial information and reporting in accordance with GAAP Performed Sarbanes Oxley documentation Managed a staff of sixty including the accounting department, materials, pricing, and managManaged the accounting department including month end close, financial reporting packages accounts payable, revenue recognition, fixed assets, cash flow forecasting, and account reconciliations Prepared monthly, quarterly, and annual forecasts including the balance sheet and P&L for 420 multi-site retail locations Performed product profitability analysis and prepared capital expenditure recommendations Performed audits and work with our external auditors to determine the reliability and integrity of financial information and reporting in accordance with GAAP Performed Sarbanes Oxley documentation Managed a staff of sixty including the accounting department, materials, pricing, and managManaged a staff of sixty including the accounting department, materials, pricing, and managedmanaged care

Managed daily administration functions while increasing the total number of guards and guard posts while improving Physical Security protection for KBR personnel and assets at various locations.

Managed Fixed Assets, Accounts Payable and Financial Analysis and Budgeting for 132 locations throughout the United States.

Accomplishments Directly managed assets on 120 locations with goal to keep 100 % of equipment operational 100 % of the time.

Tags for this Online Resume: Productivity, increase sales, open new locations, senior management, Manage Sales, plan and improve, Outsourcing, Sales, Logistics, Asset Management, transportation, Management

Home Depot # 1009, Location 2002 — 2007 Freight Team Department Head / MOD Orchestrated the management of the nightly workflow of store 1009, oversaw its assets worth over $ 10M and monitored and managed the proper handling of arriving freight, exceeding over quarter of a million dollars a night.

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