Sentences with phrase «managing credit portfolios»

I recently published my second book about credit and scores, Credit Score Power, specifically because so many individuals have requested I deliver a guide they can study to help understand and manage their credit portfolio.

Not exact matches

My clients, the founders of Silvermine Capital Management, knew how to manage U.S. - leveraged credit portfolios but knew nothing about building apps.

Investors would get a (then) 35 % tax credit on money invested in a portfolio of startups managed by his firm, GrowthWorks Capital (now part of Matrix, a public holding company he created to bring together different divisions of his empire, including venture capital and mutual funds).

In addition, Mr. Fink spent four years with Credit Lyonnais Securities, where he most recently served as the Operating Treasurer, managing the security firm's fixed income portfolio.

Prior to joining Cerberus, Mr. Naccarato was a Vice President and Senior Credit Officer at Bank of America Commercial Funding from 1997 to 2000, where he was responsible for managing all aspects of credit relating to a loan portfolio consisting of middle market asset - backed credit facilCredit Officer at Bank of America Commercial Funding from 1997 to 2000, where he was responsible for managing all aspects of credit relating to a loan portfolio consisting of middle market asset - backed credit facilcredit relating to a loan portfolio consisting of middle market asset - backed credit facilcredit facilities.

That's because many of the benefits of bond ladders — such as an income plan and managing interest rate and credit risk — are based on the idea that you keep your bonds in your portfolio until they mature.

She previously served as co - head and senior portfolio manager in charge of the Montgomery fixed - income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed - income research and economics department at Credit Suisse First Boston.

Among the factors that could cause actual results and outcomes to differ materially from those contained in such forward - looking statements are the following: macro-economic conditions (including fluctuations in housing prices, oil markets, jobless rates and other indicators), credit market changes and constraints, foreign currency fluctuation, the company's ability to manage its property portfolio, the impact of labor markets, failure to effectively manage costs or achieve anticipated expense and cost reductions, and disruptions in our supply chain or information technology systems.

The good news: Bond funds aren't insured the way CDs are, but many actively managed bond funds and ETFs do offer professional credit research, portfolio construction, and broad diversification to help manage credit risk.

Hoff: And toward the end of this interview I want to ask you what a perfect credit score portfolio would look like, what would they have done right to have managed to get that perfect credit score.

Prior to joining Baird Advisors, Joe was a portfolio manager with BMO Global Asset Management, where he was responsible for managing tax - free fixed income strategies and credit research.

Credit card issuers have different policies about when to grant or deny credit, and those policies can change over time as they try to manage the risks of their lending portfCredit card issuers have different policies about when to grant or deny credit, and those policies can change over time as they try to manage the risks of their lending portfcredit, and those policies can change over time as they try to manage the risks of their lending portfolios.

Senior Managing Director at Wellington Management, Fixed - Income Portfolio Manager / Credit Analyst

The site helps me track and manage my bank accounts and credit cards too, but the site has helped me save hundreds of dollars per year by showing which investments are charging the biggest fees and how to balance my portfolio for my goals and risk tolerance.

Prior to joining Sun Life Assurance Company of Canada in 2013, he had roles at a major Canadian pension plan implementing and managing its credit long / short strategy and then as Trader / Portfolio Manager in its Global Capital Markets division.

Prior to SelfScore, Vinni held leadership roles at Citi & Wells Fargo — where he managed their student and secured credit card portfolio.

Separately managed accounts create a customized portfolio of securities based on an investor's particular tolerance for credit and interest rate risk, cash flows, tax status and investment horizon.

Wellington Management's Brad W. Libby, Managing Director and Fixed Income Portfolio Manager / Credit Analyst, and Timothy D. Haney, CFA, Senior Managing Director and Fixed Income Portfolio Manager, and, will serve as the portfolio managers of the Hartford Municipal OpportuniPortfolio Manager / Credit Analyst, and Timothy D. Haney, CFA, Senior Managing Director and Fixed Income Portfolio Manager, and, will serve as the portfolio managers of the Hartford Municipal OpportuniPortfolio Manager, and, will serve as the portfolio managers of the Hartford Municipal Opportuniportfolio managers of the Hartford Municipal Opportunities ETF.

In addition, Mr. Drury manages Putnam's Municipal Portfolio team, credit research analysts, and traders.

Senior Managing Directo at Wellington Managementr, Fixed - Income Portfolio Manager / Credit Analyst

When you manage your profile online, you have the opportunity to provide additional information about your preferred airline partners and your loyalty program account numbers with them, your room type preferences, your language preferences, your credit card account (s), your preferences for receiving news, offers and information from companies that are part of the Hilton Portfolio, and to create a User ID and password.

While you can manage your RESP portfolio on your own by opening an account with a bank, credit union or discount brokerage, you can also work with a financial adviser.

In his current role as part of the Fixed Income Beta Solutions group, he is responsible for managing several fixed income strategies, funds and ETF's including US Aggregate, Global Rates / Inflation and Government / Credit portfolios.

I never gave the talk because we were full on tax credits, and I was too busy managing the portfolio of Fidelity & Guaranty Life.

Offering a diversified portfolio of income opportunities Diverse income opportunities: The fund provides exposure to bonds in all sectors of the expanding global fixed - income market and across the complete credit spectrum.Multiple strategies: Putnam's bond specialists employ 70 - 80 active investment strategies to pursue a diverse range of opportunities for performance.Active risk management: In today's complex bond market, the fund's experienced managers actively manage risk with the goal of superior risk - adjusted performance over time.

From tracking credit card expenses to your investment portfolio, Liquid Ledger has everything you need to manage your money.

Mr. Mittal is a managing director and portfolio manager in the Newport Beach office, and a senior member of the liability driven investment and credit portfolio management teams.

He manages multi-sector portfolios with added specialization in long credit, investment grade credit and unconstrained bond portfolios.

Plage will continue to manage institutional and retail fixed income portfolios within credit and diversified strategies.

Kyle is a Vice President of SSGA and a Portfolio Manager in the Fixed Income Beta Solutions group where he manages high yield and investment grade credit ETFs and separate accounts.

Portfolio Manager in State Street Global Advisors on the Fixed Income, Currency and Cash Investments team where he manages corporate credit beta portfolios for ETFs, commingled funds and separately managed accounts.

Mr. Murata is a managing director and portfolio manager in the Newport Beach office, managing income - oriented, multi-sector credit, opportunistic and securitized strategies.

Satya Patel is a Portfolio Manager at Matthews Asia and manages the firm's Asia Credit Opportunities Strategy and co-manages the firm's Asia Strategic Income Strategy.

But since Ultimate Rewards can be redeemed for cash - or - with upside towards travel they're good for everyone who can manage their credit card portfolio effectively.

When you manage your profile online, you have the opportunity to provide additional information about your preferred airline partners and your loyalty program account numbers with them, your room type preferences, your language preferences, your credit card account (s), your preferences for receiving news, offers and information from companies that are part of the Hilton Portfolio, and to create a User ID and password.

I also hope that Southwest gets added as a transfer partner since Chase manages their credit card portfolio as well.

In order to ensure ClimateCare can always meet and exceed its clients» carbon offset requirements, the Voluntary Portfolio Manager must always have access to new projects and programmes to match up to client requirements, and manage the flow of funds to those projects via the purchase of voluntary carbon credits.

You download an app, link a credit card or debit card account, pick one of five different computer - managed portfolios (ranked by risk) and let the change roll in.

Managed credit quality and profitability for midstream energy and oilfield services portfolio totaling over $ 4B.

Managed an $ 80MM commercial loan portfolio with a primary emphasis on assuring regulatory compliance and maintaining credit quality.

Managed a portfolio of 80 companies with more than $ 800 million in bank credit exposure, which included nonprofits organizations, commercial real estate holdings, and casinos.

Prioritize workflow for a team of Senior Commercial Lenders with an aggregate portfolio of $ 750M to efficiently manage existing loan reviews, new credit requests, and on - boarding of new clients.

Developed and managed an existing loan portfolio of $ 32 million consisting of approximately 100 individual commercial mortgages, lines of credit and term loan facilities.

PROFILE Seasoned FinTech professional with over a decade of experience managing a $ 52 billion credit portfolio.

Senior Global Quantitative & Qualitative Investment Mgmt, Managing Director Strategist & Portfolio Mgr & Modeller for SAA & TAA (also various swaps FX & IR & credit default) $ 40 Billion AUM.

Managed the approval process through interaction with key business partners, such as Client Management, Risk Management, Credit Underwriters, and Portfolio Management.

Provide * Assess target acquisition value, liquidity, solvency vs. RMA, verify current, Forecast future returns * Create acquisition structure and integration plan * Portfolio risk analysis for southwest region Ford Motor Credit Company: VP - DSD Commercial (Audit, Compliance, Commercial Lending) * Grew and managed Dallas commercial loan portfolio, > 10 % over 3 year cycle * Liason for Associates Commercial AcquisitionPortfolio risk analysis for southwest region Ford Motor Credit Company: VP - DSD Commercial (Audit, Compliance, Commercial Lending) * Grew and managed Dallas commercial loan portfolio, > 10 % over 3 year cycle * Liason for Associates Commercial Acquisitionportfolio, > 10 % over 3 year cycle * Liason for Associates Commercial Acquisition, desi...

Financial Analyst — Duties & Responsibilities Oversee corporate finances and accounting procedures ensuring timely, effective, and efficient operations Utilize extensive management training to effectively lead daily business operations Analyze financial reports, market trends, and other pertinent data Manage varied corporate portfolios, checking accounts, and credit card accounts Set and strictly adhere to departmental forecasts, budgets, and timelines Responsible for accounts receivable, accounts payable, and general ledger Offer sales, customer service, and project management best practices to junior staff Craft effective financial plans for clients based upon their interests and goals Build professional relationships with clients, coworkers, and business partners Draw upon extensive mathematics and engineering background in financial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timely manner

Merrill Lynch Credit Corporation (Jacksonville, FL) 1994 — 1999 Senior Loan Administrator • Managed multiple commercial and residential real estate loan portfolios • Reported, remitted, and reconciled loan financials for investors • Provided guidance and support to junior loan executives • Served as liaison between senior leadership, loan department, and clients

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance