He prides
himself on serving the financial needs of clients and assisting them in reaching their long - term financial goals.
Not exact matches
thanks, and yes, a pittance of a pension and regular checkups keep us
on budget and head off any problems — best decision i ever made (
financial or otherwise) was
serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs»
on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence
on social security (we won't even
need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!
«I wish there will be a law that will state that before an actor or actress receives his or her pay, there will be some amount of money that will be deducted as tax or contribution to SSNIT so that it will
serve as
financial support in case they go
on pension or when they
need some health assistance.
All of these strategies establish an important and unambiguous principle: teacher education exists to
serve the
needs of Pre-K — 12 schools and public
financial support should depend
on its ability to do so.
Strategies such as these, Walsh writes, «establish an important and unambiguous principle: teacher education exists to
serve the
needs of Pre-K — 12 schools and public
financial support should depend
on its ability to do so.»
Charter Schools Development Corporation is a 501 (c)(3) non-profit corporation and Community Development
Financial Institution (CDFI) focused exclusively
on the facility and financing
needs of charter school organizations, and specializes in assisting new schools, schools
serving predominately low income students, and schools in communities with poor performing traditional schools.
And, based
on your
financial needs and goals, as well as your tolerance of risk, you may be better
served by one of these products than by the other.
At
On Q
Financial, Inc. we're honored to have the opportunity to
serve veterans with their home financing
needs by providing VA Loans.
When you're
serving as a
financial expert to help people rebuild their credit, it's important to remember that you also
need to work
on building relationships with your clients.
He also
served on a City of San Jose committee establishing a voucher system to provide feline sterilization procedures for people with
financial need.
We are working
on other tools that will help
financial counselors and lawyers
serve their clients more easily, increasing their outcomes and helping them reach more people in
need.
A death benefit essentially
serves as income replacement and how much life insurance you
need depends
on your family's existing
financial obligations and sources of income.
Ideally, your family's
need for life insurance will end around the time the term expires: Your kids will be
on their own, you'll have paid off your house, and you'll have plenty of money in savings to
serve as a
financial safety net.
In this light, Dudas has acknowledged that «more work
needs to be done
on the regulatory front» which could
serve as a buffer should
financial losses be imminent
Currently
serve as the Assistant to the Vice President of Enrollment focusing
on ensuring all student
financial matters can be resolved to address students
needs and increase enrollment and retention rates.
IT Project Manager — Professional Highlights
Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and
financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions
Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine
on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings
on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which
served to communicate project progress to management Develop visual basic application for
financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for
financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess
needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets
Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity
Professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as
needed Handled phones, filing,
financial software, and data entry
Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take
on new responsibilities in support of company mission Dedicated to personal and professional growth
Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity
financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze
financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as
needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as
needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while
serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures
on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert
on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as
needed Represent company brand with poise, integrity, and positivity
Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research
on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based
on their specific
needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide
financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations
Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pe
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and
financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pe
financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action
Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client
financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pe
financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert
on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based
on their specific
needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance
Social Worker — Duties & Responsibilities Successfully
serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial ad
serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia
Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial ad
Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour
on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication
needs, transportation and Passport screening, extended in - patient and out - patient mental health services
Serve as public speaker, referral development committee member, and marketing / financial ad
Serve as public speaker, referral development committee member, and marketing /
financial advisor
It can
serve as a temporary solution for couples desiring a «trial» divorce, or as a permanent arrangement for couples unable to divorce because of religious convictions or
financial affairs, such as the
need for one spouse to continue
on the other's health insurance.
We are able to offer a limited amount of Mindful Educator Essentials scholarships for participants based
on their
financial need, diversity, population
served, and plans to implement the Mindful Schools curriculum soon after completing the training.
Ensure your agents are
serving first - time buyers by providing some guidance
on financial assistance if
needed.
Prior to CrediFi, Razin
served as the head of board governance for Thomson Reuters Accelus, which focused
on the
needs of boards of directors and broader senior executive teams of Global 500 companies across key global
financial centers.
«Unlike many other commercial real estate firms that focus exclusively
on brokerage and property management, Inland Advisors specializes in
serving the
needs of real estate experts, institutions and legal and
financial advisors with a whole host of competencies and in every commercial real estate group,» continued Rogers.