Sentences with phrase «of an advisory services firm»

Most recently, Petigara was the managing director of an advisory services firm where he was responsible for $ 250 million in loan closings.

Not exact matches

Daniel Miessler, advisory services director at the cybersecurity firm IOActive, has a recommendation that «would cost infinitely less than the dumpster fire of products we constantly purchase and deploy for millions of dollars a year,» as he writes on his personal blog: simply hire a couple of people to maintain a catalog.

The PwC report highlighted how the small Swiss municipality has emerged as a «hotbed for blockchain - based companies and advisory services,» and the country's growing «reputation of being a welcoming environment for companies and tech firms.»

Conlon & Co. is an established, boutique real estate investment firm providing clients with custom - tailored solutions across a suite of services from financing to portfolio and fund management to advisory and co-investment opportunities.

For Joel Espelien, a senior analyst at research and advisory firm The Diffusion Group, the problem with most smart home products isn't the category, but the value of the service they provide.

Just over one week after the earnings call, advisory firm Institutional Shareholder Services came out in favor of the Tesla SolarCity merger, calling it a «a necessary step towards Tesla's goal of being an integrated sustainable energy company,» and that Tesla had «taken the requisite steps to reassure its shareholders.»

Remember also that the buyout group bid won the endorsement of proxy advisory firms Institutional Shareholders Services and Glass Lewis & Co., as well as rating agency Egan - Jones Rating Co..

As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenue.

The investment advisory firm analyzed the car - service spending habits of 3.8 million credit card users in the U.S. over the last year.

«The firm's strategy of providing an integrated suite of high touch advisory and corporate communications services along with disciplined tactical execution is a new model in the consultancy world with inherent advantages for companies.»

Bertocci cites a study by Ocean Tomo, an intellectual property advisory firm, showing that intangible assets amount to 84 % of the market value of companies today, many of which now sell services rather than goods, compared with 17 % in 1975.

The survey was conducted by compensation specialists at J. Thelander Consulting in partnership with the Corporate Venture & Innovation Initiative (CVI ²), a consortium of thought leading advisory service firms, dedicated to serving the corporate venturing and innovation industry.

BlackRock (BLK), the world's largest asset management company, is buying FutureAdvisor, the fifth largest robo - advisory firm, joining a growing list of giant financial companies offering automated advisory services.

«If you grow too fast in the personal loan business, you can get some bad surprises,» said William N. Callender, a managing director in the financial services practice of AlixPartners, an advisory firm.

MaRS Venture Services has created three new advisory groups, each focused on a priority sector and comprised of six to eight entrepreneurs, to provide strategic guidance on MaRS» work with high growth, high impact firms.

She is the founder and President of WinsCo Enterprises, Inc., a consulting firm providing financial and board governance advisory services, and has held that position since 2016.

It's been six months since the Canadian Securities Administrators (CSA) put out consultation paper 25 - 401 Potential Regulation of Proxy Advisory Firms, which aims to address concerns about the services provided by proxy advisory firms (PAs) and their potential impact on Canadian capital marFirms, which aims to address concerns about the services provided by proxy advisory firms (PAs) and their potential impact on Canadian capital marfirms (PAs) and their potential impact on Canadian capital markets.

Mrs. Alers» appointment further consolidates the wealth of experience of Morrow Sodali's UK team which covers all services - ranging from corporate governance to fixed income advisory, to investor relationship management, and M&A and contested situations - thus allowing the firm to increasingly focus on offering insightful advice, high - quality service and customized solutions to its clients» governance and ownership challenges.

Last year, base salary accounted for just 8 percent of CEO pay for S&P 500 companies, while cash and stock incentives made up more than 45 percent, according to proxy advisory firm Institutional Shareholder Services.

For example, auditing firms would be able to continue to provide certification of compliance with tax requirements, but they would be prohibited from supplying tax advisory services that directly affect the company's financial statements and might be subject to question by national tax authorities.

Edelman Financial Services announced Thursday that personal finance author, educator and former advisor David Bach has become vice chairman of the advisory firm.

That support was more than offset by «no» votes from clients of proxy advisory firm Institutional Shareholder Services.

Small and midsize accounting and advisory service companies are recruiting former partners of big firms, creating an employment model that could benefit other industries.

2018.04.25 RBC wins Model Bank Awards for NOMI Insights and NOMI Find & Save, and digital employee activation strategy Two of RBCâ $ ™ s major digital initiatives have been acknowledged with Model Bank Awards from Celent, a global financial services research and advisory firm...

SAN FRANCISCO (September 13, 2007)-- Glass Lewis & Co., LLC, a leading independent research and proxy advisory firm, today announced the launch of the ESG Watch List Service, a tool that enables Glass Lewis» proxy voting clients to track companies with environmental, social, or governance (ESG) policies and / or practices that may create operational, performance, financial, legal, accounting or reputational risks.

San Francisco (Dec. 19, 2005)-- Glass, Lewis & Co., a leading investment research and proxy advisory firm, today announced that a majority of the nation's top institutional investors subscribe to the Glass Lewis proxy research service.

Six of Seven Largest Public Pension Funds Using Glass Lewis Proxy Services SAN FRANCISCO, CA (Oct. 31, 2005)-- Glass, Lewis & Co., the leading independent investment research and global proxy advisory firm, announced today -LSB-...]

Carlos Dias Jr., is a wealth manager and founder of Excel Tax & Wealth Group, an advisory firm offering strategic financial planning services to high - net - worth individuals, business owners, executives, and retirees.

Middlemarch Partners is a merchant banking firm that provides the capital raising and M&A advisory services of an investment bank and the investment capabilities of a private equity investor.

We're a network of firms in 157 countries with more than 223,000 people who are committed to delivering quality in assurance, advisory and tax services.

Prior to joining Oberon, Walter led the investment banking and equity capital markets activities for Academy Securities, a certified service - disabled, veteran - owned small business investment banking firm; co-founded Focus Capital, a boutique advisory and consulting firm; and led Macquarie's U.S. Aerospace, Defense, Security & Safety and CleanTech advisory practices where he also served as interim head of U.S. Equity Capital Markets.

Edward Jones is not affiliated with any of the sponsoring firms of such professional designations and the use or attainment of a particular professional designation in no way implies that either Edward Jones or its associates provide financial planning services or investment advisory services.

Adam Sarhan is the CEO of Sarhan Capital, an investment and advisory firm that offers a suite of services to both institutional and individual investors.

Mary Pat McCarthy retired from her position as Vice Chair of KPMG LLP, the U.S. member firm of the global audit, tax and advisory services firm, in 2011 after attaining such position in 1998.

Institutional Shareholder Services (ISS), the largest proxy advisory firm in the U.S., acquired research firm EVA Dimensions last month to improve the quality of the fundamental research it gives to its clients.

About Deloitte Deloitte, one of Canada's leading professional services firms, provides audit, tax, consulting, and financial advisory services through more than 7,700 people in 58 offices.

Notable startups include WeLab, a leading Internet finance company that operates some of Mainland China and Hong Kong's largest lending platforms, the CompareAsia Group, a firm that provides financial comparison platforms throughout APAC, 8 Securities, a mobile trading and investing venture specializing in robo - advisory services, and iBox, a company that has developed a mobile point of sale terminal for businesses.

Through SunTrust Lantana Energy AdvisorsSM, our full service energy divestiture and advisory firm, we also offer a comprehensive suite of oil and gas acquisition and divestiture services.

Proxy - advisory firms Institutional Shareholder Services and Egan - Jones recommended that Apple (NASDAQ: AAPL) shareholders reject Carl Icahn» proposal that the company repurchase an additional $ 50 billion worth of shares.

RiceBran Technologies (NASDAQ: RIBT and RIBTW)(the «Company»), a global leader in the production and marketing of value added products derived from rice bran, today announced that Institutional Shareholder Services Inc. («ISS»), the nation's leading independent proxy advisory firm, has issued a report recommending that RiceBran Technologies shareholders vote on the WHITE proxy card «FOR» the election of ALL the Company's director nominees — W. John Short, Marco V. Galante, David Goldman, Baruch Halpern, Henk W. Hoogenkamp, Robert C. Schweitzer and Peter A. Woog — at RiceBran Technologies» Annual Meeting of Shareholders (the «Annual Meeting») on June 22, 2016.

The leading independent real estate firm in North America specializing in retail leasing, investment sales and consulting services, RKF serves a broad spectrum of domestic and global clients in services ranging from national tenant and owner representation to advisory, consulting and dispositions.

Chief Executive Officer of Anthemis - an investment and advisory firm focused on digital financial services, Nadeem Shaikh, has said...

«It takes a lot of money to keep an ideology alive,» adds Graham Dillon, who heads the financial - crime advisory service at the London branch of the accounting firm KPMG.

David's strengths in effective client liaison, project management and internet technologies have been essential ingredients in our firm's provision of advisory and analysis services to senior management at large corporations and smaller young companies seeking to create competitive advantage from technology.

PwC is the leading professional services firm in the fields of Audit and Business Assurance, advisory, Corporate Finance and Tax

The Professional Services Career Path: A Big Four Employee Perspective What is it like to work on the advisory side of a Big 4 firm?

Given the high propensity of a Tablet PC to consume bandwidth, RIL could bundle the Adam tablet with its broadband services to target high - end users in India, according to Mr. Kunal Bajaj, Director, of technology advisory firm Analysys Mason.

ML Wealth does not participate, at this time, in wrap fee programs, which are arrangements between broker - dealers, investment advisers, banks and other financial institutions and affiliated and unaffiliated investment advisers through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a «bundled» form.

And to assist Canadian businesses that want to invest in developing countries while helping pull those countries out of poverty, we will establish a Development Finance Initiative to provide financing, technical assistance and business advisory services to firms operating in developing countries.

For those who want access to the hand - holding and guidance of a traditional brokerage firm at the low cost of an online platform, MerrillEdge also offers guided investing services and one - on - one advisory services as well.