Sentences with phrase «manages asset distribution»

A common way to do this is through the use of an Irrevocable Life Insurance Trust (ILIT) that transfers policy ownership to a trustee who manages asset distribution after the insured's passing.

Not exact matches

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.
Prior to joining Cerberus he served as a managing director of Nomura Securities from 2009 until October 2012, where he specialized in the sourcing and distribution of distressed mortgage assets and organized a securitized mortgage distribution team.
Conversation catalysts: Arjan De Boer, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management Lavanya Chari, Managing Director, Head of Global Products & Solutions, Asia Pacific, Deutsche Bank Wealth Management Mark Tinker, Head of Framlington Equities Asia, AXA Investment Managers Asia Ltd Nick Ring, Global Head of Distribution, Jupiter Asset Management Rajesh Manwani, Head Markets and Advisory Solutions Asia, Julius Baer Soon Chong Lim, Managing Director, Regional Head of Investment Products & Advisory, Consumer Banking Group and Wealth Management, DBS Bank
The largest equity distributions went to the actively managed Columbia Concentrated Large Cap Value Strategy Fund (NYSEArca: GVT), which totaled 10.74 percent of the fund's net asset value at the end of 2010.
Penn State University Press, Ohio University Press, University Press of Kansas and the University Press of Mississippi have elected to use CoreSource Plus, an Ingram service that manages the business relationship with e-book re-sellers in addition to asset distribution.
It is also possible for the fund to suffer substantial investment losses and simultaneously experience additional asset reductions as a result of its distributions to shareholders under its managed - distribution policy.
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It's also possible for the fund to suffer substantial investment losses and simultaneously experience additional asset reductions as a result of its distributions to shareholders under its managed - distribution policy.
First Asset Long Duration Fixed Income ETF is also actively managed and looks to provide unitholders with regular distributions and the opportunity for capital appreciation from the performance of a portfolio comprised primarily of longer dated developed markets, Canadian and U.S. government issued fixed income securities.
Overall, Fidelity says use of its professionally managed account portfolios, across both retail and workplace distribution channels — continues to increase significantly year - over-year, with assets under management topping $ 212 billion in managed accounts in 2015.
Actively managed by Marret Asset Management Inc., the First Asset Enhanced Short Duration Bond ETF (the «Fund») aims to provide positive absolute returns over any twelve month period with very low volatility and attractive monthly distributions, regardless of the interest rate or credit environment.
Trustee: the person or entity who manages the trust assets and makes distributions to the beneficiaries in accordance with the terms of the trust.
Your executor is tasked with the job of finding all assets and debts relative to your estate, securing and managing them during the probate proceedings, paying off debts, paying taxes, and supervising the distribution of the deceased's property.
A former winner of the Law Awards of Scotland's «Corporate Lawyer of the Year», Austin's corporate and commercial practice mainly advises owner - managed SMEs and has particular expertise in private equity / angel investment (advising investees as well as investors), company share / asset sales and purchases, joint ventures, corporate restructurings, contractual commercial matters (agency, distribution and franchising etc), IP, IT and data protection.
The estate planning process is meant to help you manage and preserve assets while you're alive and to conserve and control distribution after your death in accordance with your goals and objectives.
Instead, the grantor gives all control of the assets managed by the trust to a «trustee» who oversees the distribution of those assets according to the trust agreement.
21Million, which will also be the name of a movie and a TV series the company is developing, plans to use the blockchain to create a libertarian ecosystem for financing film and television content and managing the distribution of copyright assets in a fair, open and transparent way.
Assisted customers manage assets and distributions for investments including development of new business opportunities.
Tags for this Online Resume: Program Management, Project Management, Business Transformation, Offshoring, IT Management, Account Management, Business Process, Business Analysis, Contract Negotiations, Contract Compliance, Managed Services, Nearshore, Vendor Managment, Staff Hiring, IT Strategy, Telecommunications, Consulting, Financial Industry, Insurance Industry, Manufacturing, Distribution, State GOvernment, SDLC, System Development, ERP Customization, Service Management Software, Asset Managment Software, System Development Methodologies, Team Building, Time, Staff Augmentation, Fixed Bid Projects, Outsourcing, Service Delivery, Business Intelligence, Database Technology, Networks, Telecommunications Auditing, Telecommunications Billing, Business Development, Cloud Computing, Performance Testing, Load Testing, Failover Testing, Contingency Planning, Disater Recovery, Budgeting, Sales Targets, IT Enabled Business Transformation, RFP, RFI, SOW, Call Accounting, Chargebacks, Call Collection, Cobol, IMS DB / DC, VSAM, DB2, Business Transformation Lead
Tags for this Online Resume: North Puget Sound, Information Security, Configure, Structured Query Language, Infrastructure, Microsoft Technologies, Asset Management, Quality Assurance, Management, Security, Audit, Managed Security, Quality, Procurement, Hardware Replacement, Application Distribution, Enterprise Systems Management, sql, it jobs, html, software
Professional Experience U.S. Army (Orlando, FL) 11/2003 — 8/2010 Program Executive Office for Simulation, Training, & Instrumentation Software Asset Management — NCI Information Systems • Managed the Microsoft Access Software Database ensuring usage and licensing compliance • Assisted GFE / CAP asset management with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and distribAsset Management — NCI Information Systems • Managed the Microsoft Access Software Database ensuring usage and licensing compliance • Assisted GFE / CAP asset management with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and distribasset management with receiving and shipping of valuable equipment • Maintained detailed inventory of government assets and tracked deployment into the field • Executed acquisition process, automated records, control systems, material substitution criteria as well as storage, issue, and disposal processes • Monitored and recorded computer workstation activities for security purposes • Authored and presented departmental reports to senior leadership and team members • Directed mail operations including gathering, sorting, and distribution
Rothstein Asset Management (Washington, DC / Shanghai, China) 2006 — 2007 Operations Manager / Research Analyst • Managed a three - person staff through the initiation and implementation of various marketing, operations, and infrastructure development projects • Researched and analyzed alternative investment vehicles, venture capital opportunities, and equities within various Asian markets • Developed monthly performance reports for distribution to investment clients and fund partners
• Secured procurement of $ 2,500,000 materiel handling equipment for new 240,000 square foot warehouse distribution centers at Joint Repair Parts Command and General Depot Command • Succinctly managed 71 deployment taskings for Eighth Air Force personnel; always 100 % on - time Deployment Requirement Manning Document delivery to base Installation Deployment Officer • Coordinated with Air Force Global Strike Command on tasking verifications — slashed deployment shortfalls by 50 % • Co-lead with item manager on critical B - 52 brake mission capable issues; production up over 60 % — kept 76 B - 52s combat primed • Spearheaded transfer of 439 Headquarters Eighth Air Force weapons to 2 BW — vital assets valued at $ 290,000 available for redistribution • Remarkable leadership; revamped Eighth Air Force deployment process — slashed late responses by 65 % and reclamas by 25 % • Prepped 175 9MMs and 266 M16s for Combat Arms Training and Maintenance inspection — 100 % compliant for 1st time in 2 years; reorganized annex space — 40 % more • Oversaw 2 peninsula wide Staff Assistance Visits; assessed 5 sites and $ 1,800,000,000 War Reserve Materiel program; 497 findings 98.4 % fixed — Air Support Group prepped to ace Unit Compliance Inspection • Launched premier vehicular support to NASA and FEMA teams during Space Shuttle Columbia crisis • Quickly transitioned flight from Strategic Command exercise to wartime status in aftermath of September 11th attacks — 27,000 gallons of JP - 8 issued to Air Force One and escort aircraft; base efforts lauded by President
Erin D. DeGeorge manages complex matters from inception to conclusion, including divorce, custody, parenting time, alimony, child support, equitable distribution, diversified business interests and assets and domestic violence issues.
Lump sum payments, assumption of debt, a distribution from assets, paying third parties (such as the mortgage bank) on behalf of the recipient spouse, are some of the creative ways alimony can be managed.
Erin manages complex matters from inception to conclusion, including divorce, custody, parenting time, alimony, child support, equitable distribution, diversified business interests and assets and domestic violence issues.
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