Sentences with phrase «national financial management firm»

You have worked with so many investors and financial advisors as the founder of a national financial management firm.

Not exact matches

Starting her management career as a team leader over 20 years ago, Reta has progressed her career in leadership, most recently as the Chief Operating Officer of a prominent regional law firm and previously the President of Fidelity National Financial's Canadian operation.

Our clients include internet software developers, integrated manufacturers, national management consulting firms, major internet providers, telecommunications providers, financial institutions, insurance companies and electronic bill presentment and payment companies.

Our clients come from all markets and industries; and thousands of international and national users at financial organizations, governmental offices, retailers, hospital systems, insurance agencies, transportation organizations, educational institutions, law firms, non-profits and legal aid organizations depend on Legal Files matter management for their successful daily operations.

As a full service national law firm, with strength across a wide range of practice areas, BLG's financial services and technology lawyers can seamlessly draw upon the legal expertise of all practice areas, including securities & capital markets, investment management, intellectual property, commercial litigation and tax.

In his career, Mark has helped numerous national and international law firms restructure their IT departments, establish knowledge management teams, design and implement Intranets and client information portals, implement financial analytics solutions, develop matter budget tracking processes and solutions, and transform operations through the use of other solutions requiring the integration and coordination of people, process, and technology.

National law firms are becoming global firms, representing international securities firms, investment management companies, and other financial institutions on transnational regulatory issues.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

He also heads the family - owned Charlwood Pacific Group (CPG), which includes Century 21 Asia - Pacific; Uniglobe Travel International; Centum Financial Group, which is a national network of independently owned and operated mortgage broker firms; and Real Property Management Canada.

The Bureau received over 2,800 comments on the TILA - RESPA proposal during the comment period from, among others, consumer advocacy groups; national, State, and regional industry trade associations; banks; community banks; credit unions; financial companies; mortgage brokers; title insurance underwriters; title insurance agents and companies; settlement agents; escrow agents; law firms; document software companies; loan origination software companies; appraisal management companies; appraisers; State housing finance authorities, counseling associations, and intermediaries; State attorneys general; associations of State financial services regulators; State bar associations; government sponsored enterprises (GSEs); a member of the U.S. Congress; the Committee on Small Business of the U.S. House of Representatives; Federal agencies, including the staff of the Bureau of Consumer Protection, the Bureau of Economics, and the Office of Policy Planning of the Federal Trade Commission (FTC staff), and the Office of Advocacy of the Small Business Administration (SBA); and individual consumers and academics.