Sentences with phrase «money management firms report»

Not exact matches

Shares of T. Rowe Price Group Inc. took a beating in Thursday's market after the Baltimore money manager reported fourth - quarter results that included the outflow of $ 5 billion in clients» investments.Shares in the Baltimore - based money management firm...

Big Money According to the Boston - based investment management company's February report, the private and independent firm is officially considering including cryptocurrencies in some portfolios, as its systems were recently upgraded to enable trading in Bitcoin derivatives.

Wealth management firm Merrill Lynch has blocked all of its clients and financial advisers who manage money for clients from trading Bitcoin over fears of instability relating to the cryptocurrency, the Wall Street Journal reported.

I am proud to report that I have accepted a Senior Management position with an international engineering firm on a high profile project here in Afghanistan, making even more money then before.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network