Sentences with phrase «met financial objectives»

Managed and balanced accounts for 2.5 million and met financial objectives by staying within budget.

You'll have a harder time meeting your financial objectives if you don't know exactly what they are.

To assist Account Executives (independents and those located within financial institutions) in helping their customers meet their financial objectives.

As long as they meet their financial objectives.

This allocation represents how important these asset classes are in meeting the financial objectives of a passive investor.

Our extensive online selection of fixed income investments can help you find certificates of deposit (CDs) or bonds that meet your financial objectives.

We'll also help you understand the current fair market value of your home, your current equity position, and what we can do to meet your financial objectives.

This can help borrowers find an option that meets their financial objectives.

In general financial planners set out to assess every aspect of your financial life and help you learn to budget and build a strategy to meet your financial objectives and goals.

New Akshay Nidhi plan: It provides income at an interval of every 5 years to meet financial objectives and commitments.

With short term investment plans, one can expect optimum returns to meet their financial objectives, but not massive results as in the case of long - term investments.

It is true that a life insurance cover can never keep you alive forever, but it can definitely assist you in giving financial protection to your family as well as meet your financial objectives of life.

This maturity benefit helps meet the financial objectives.

Meet Financial Objectives: In case of your demise during the policy term, the financial goals & objectives of your family may be put at a risk.

This plan is basically opted for ensuring a robust corpus and regular savings to meet financial objectives in future.

Meets financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

The work experience section of a sample Investment Adviser resume can include such responsibilities as marketing and selling products like life insurance, annuities, and investments to clients, and analyzing clients» financial information to determine strategies that will meet their financial objectives.

Seeking for the position of a marketing coordinator in an organization, where I can work independently and can utilize my wide experience and skills, and help the company to meet its financial objectives with ease.

Anxious to apply knowledge of utilizing approved banking tools to proactively reach out to customers and assist them in meeting their financial objectives.

Meet financial objectives by forecasting requirements, scheduling expenditures, preparing an annual budget, initiating corrective actions and analyzing variances.

Presently seeking a position at The Pavilion, by applying exceptional strengths in establishing business plans, meeting financial objectives, and ensuring recurring business through the delivery of excellent customer services.

Demonstrated expertise in creating and implementing core restaurant policies and procedures, and meeting financial objectives.

Developing and maintaining communication with the other departments and Store Manager in the store in order is key in this role to execute merchandising plans which will help to meet the financial objectives of the store.

Bringing a verifiable track record of maintaining adequate staff levels for the practice, coordinating scheduling and follow - up duties, handling patient inflow and ensuring that the practice meets its financial objectives effectively.

* Meets financial objectives by forecasting and estimating project work efforts, pr...

Analyze financial information obtained from clients to determine strategies for meeting their financial objectives.

Self - High motivated Professional Leader Coordinate Manufacturing Processes to achieve Annual Operational Plan Management Work Force all levels / Suppliers to achieve Manufacturing and on time delivery and Zero Defects And meet financial Objectives thru Continual Improvement.

Not exact matches

Telecommunications company Norwood Systems says it still has enough funds to meet its development objectives for the coming financial year, despite failing to raise a minimum $ 1 million in a priority offer which it had previously said would be needed to fund those goals.

That means clarity about the objectives of monetary policy, how the Fed plans to meet those objectives in light of the economic and financial market environment, and how it formulates its responses to unforeseen circumstances that lead to revisions to its economic forecast.

For most investors, long - term «failure» means not meeting one's financial objectives.

The Tool Kit explains how investors can activate an entire portfolio to meet their financial and Catholic values objectives, or opt to dedicate portions of a portfolio to achieve mission goals.

We believe this will help us continue generating top quartile returns over the long term, and we set our 2007 financial objectives to help meet this overarching goal.

He attributes that success to working with his customers as a consultant with the objective of determining which financial products best meet the customers» needs and financial circumstances.

Rather than funding an entire project upfront and risk losing the entire investment if the company's strategic plan and actual results do not parallel each other, the VC has the «safety net» of incremental funding, which offers a level of assurance that precise objectives will be met before the VC takes more financial risk.

You may be restructuring to meet financial goals and objectives, such as improving cash flow or profitability of the business.

We were not financial advisers, we were financial product pushers and our main objective was not to help people, it was to meet sales quotas.

The Technology Finance Group at PNC Business Credit has developed capital solutions that can help meet the growth and financial objectives of companies with recurring revenue.

Until someone with proper expertise in myriad areas of sports science, football coaching, business, finance, law, PR, media, marketing, human resources etc etc has unfettered access to all board meeting minutes, records of all discussions with players, full player medical records, details of all contacts with agents, other clubs, other players, seen copies of player contracts and negotiations, understands the financial imperatives, interprets the business accounting, has reviewed the business plan, has knowledge of the employer / employee contractual relationship between Wenger and the club, has intimate insight in to the goals and objectives of the business and the club — then everyone is filling in the gaps with their own version of events and will necessarily always be a long, long way from anything close to any «truth».

His primary role is to lead, manage and motivate the Agency at a strategic level to meet its policy objectives and its financial and operational targets.

«Given the severe costs that Trident renewal could require... there is now a strong case for a re-examination of whether alternatives to current continuous - at - sea deterrence (CASD) policy could yield significant financial savings while continuing to meet this agreed objective,» the report's author, Professor Malcolm Chalmers, wrote.

For example, academics often have objectives other than the purely financial from their interactions with industry, and it?s my job to try to identify these and ensure that they are in some way met.

Be sure to consult your legal and financial advisors to select the option that best meets your financial planning objectives.

The plan should set out the school / academy vision for the use of ICT, the long - term aims and short - term objectives, make it clear who is responsible for achieving what, how and by when and what levels of resource — financial, estates - related and human, including training — will be required to meet each target.

Experience of supporting the Headteacher and Governors in setting and meeting strategic and financial objectives;

To support the Economics Education and Financial Literacy objectives and to help middle and high schools meet the graduation requirement that all students receive instruction in economics and personal finance, professional development is provided by VDOE and The Virginia Council on Economic Education.

To meet that objective, Clinton plans to «commit federal financial aid,» provide assistance to professional development programs, and support public - private partnerships, according to a draft of the plan obtained by Pro Technology's Tony Romm.

Indeed, charter schools are required to meet certain academic, organizational and financial objectives to remain open.

The report should summarize the program's financial performance to date, and recommend whether the objectives of the program would be best met by continuing the program under the authority of the Secretary, establishing a Government corporation of Government - sponsored enterprise to administer the program, or by relying upon the capital markets to fund projects of regional and national significance without Federal participation.

In your first meeting with us, your advisor will listen and learn more about you, including your lifestyle, interests, values and financial objectives.

Quite simply, we operate with integrity, we treat our clients with the utmost respect, we listen to determine the appropriate loan product that meets our clients» financial objectives, and we meet the agreed upon closing date.