Sentences with phrase «money management firms serving»

There are over 237 mutual fund companies, investment organizations and money management firms serving up thousands of funds.

Mutual Fund Company — There are over 85 mutual fund companies, investment fund companies and money management firms serving close to 4000 independent mutual funds in Canada.

Top 10 Funds 53 Categories 10 Asset Classes Mutual Funds in Canada every year there are nearly 100 mutual fund companies, investment companies and money management firms serving up thousands of individual, varied and alternative investments.

There are 10 major Mutual Fund Asset Classes in Canada and 53 individual Mutual Fund Categories to invest in with close to 85 mutual fund companies and money management firms serving up to 2000 independent funds to the investment marketplace.

Mutual Fund Company — There are over 85 mutual fund companies, investment fund companies and money management firms serving close to 4000 independent mutual funds in Canada.

Not exact matches

A foundational professional development course that takes you through the essential steps of money management - providing a firm financial foundation - for you and those you serve.

He has also served as a member of the G.P. of a hedge fund and had advisory board experience with small money management firms.

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