Sentences with phrase «personal financial managers»

Below us we have spreadsheets like Open Office and Microsoft Excel as well as personal financial managers like Quicken and GNU CASH.

Starting to save early is critical, advises Jody Tallal, a personal financial manager with Life - Plan, in Dallas.

Not exact matches

Personal Capital's management team includes the former CIO of eLoan, the former Group Product Manager of Quicken, and a number of executives with deep financial services and technology experience.

Michael McNiven, Ph.D., a Managing Director & Portfolio Manager at Cumberland Advisors, has written a guide called, Personal Finance in a Nutshell, in support of our efforts to drive financial literacy in our local community and wider society.

Shannon is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), media personality, personal finance expert and founder of the New School of FinanceTM.

Shannon is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), media personality, personal finance expert, financial literacy advocate and founder of the New School of FFinancial Planner (CFP), Chartered Investment Manager (CIM), media personality, personal finance expert, financial literacy advocate and founder of the New School of Ffinancial literacy advocate and founder of the New School of FinanceTM.

Our relationship managers work with high - net - worth individuals to help them achieve their financial and personal goals

To understand how your personal business is performing, you need the same financial reports that business managers and investors use to make the best decisions.

He explains: The pastor is the Manager of resources, financial and personal — no wonder the....

The manager although having financial restrictions have found funds to spend on Cazorla, Ozil and Sanchez in that order, but still have not fill positions which are essential to chasing the title, I fear Wenger does not buy proper replacements, because it jeopardizes the development of his young guns (which are his personal projects)

Financial institutions severed ties to the lab as a result of personal threats against bank managers, protest rallies, vandalism of ATM machines, and billboards that decried «Bankers to Animal Killers.»

Steve Carell is superb as Mark Baum, a bull - headed, bad - tempered hedge fund manager who gets wind of Burrell's activities and leads his team of wisecracking whippersnappers (including a sparky Rafe Spall) through their own personal investigation into the looming financial tsunami.

Topics will include transformational learning, institutional values and integrity, personal, curricular and institutional perspectives on diversity, administrative challenges and athletic controversy, financial management for middle managers, and the importance of managing external relationships.

«The bottom line is that you want to make sure you are comfortable with the deductible amount you've selected,» says Stacy Molinari, personal lines and claims manager of Insurance Marketing Agencies, Inc. «And that means you need to make sure you have enough of a financial cushion to cover the deductible.

Through personal meetings and our USAA ® Personal Financial Plan, your Wealth Manager can help you address those goals with a personalized, comprehensive financipersonal meetings and our USAA ® Personal Financial Plan, your Wealth Manager can help you address those goals with a personalized, comprehensive financiPersonal Financial Plan, your Wealth Manager can help you address those goals with a personalized, comprehensive financFinancial Plan, your Wealth Manager can help you address those goals with a personalized, comprehensive financialfinancial plan.

Before providing the investment management services, the investment manager must assess the client's individual risk preferences as well as personal and financial circumstances.

Our investment managers and personal financial advisors methodically search for the right target and take action when the opportunity arises.

In 2009, for reasons both personal and financial, I sold Get Rich Slowly — but stuck around as manager, editor, and primary writer until 2012.

To understand how your personal business is performing, you need the same financial reports that business managers and investors use to make the best decisions.

Your financial life just got more manageable with Money Manager, the next generation of personal financial management.

Broadly speaking, a lending product that does not require credit to be issued can be considered a credit builder loan, explains Carlos Colón, an Accredited Financial Counselor ®, bilingual personal finance coach and financial education program manager with mpowered in LakewooFinancial Counselor ®, bilingual personal finance coach and financial education program manager with mpowered in Lakewoofinancial education program manager with mpowered in Lakewood, Colo..

Let's think of advisors as opportunistic personal shoppers for the culturally aspirational, or, for those inclined to see their collections as a future financial investment, something like a hedge - fund manager, using art as capital.

At RBC, she served as Financial Planner, then Branch Services Manager assisting with Personal Financial, Estate Planning and Investment Management for five years before starting Financial Reporting Services, LLC.

The claimant, investment manager David Gorton, alleges that two former McDermott London lawyers advised him to invest in carbon credit trading schemes that they had undisclosed personal financial interests in.

Do not let a manager's personal vendetta escalate to the point where it exposes the company to significant financial liability.

Nationally, Edelweiss Tokio Life Insurance covers various cities and towns through its offices in India supported by more than 21,000 Personal Financial Advisors (as on 31st March 2017) and 1,450 Development Managers appointed by the Company.

Crafting a Personal Financial Advisor resume that catches the attention of hiring managers is paramount to getting the job, and LiveCareer is here to help you stand out from the competition.

Technical Sales Instructor with experience and proven track record in developing Tellers, Personal Financial Representatives, Assistant Managers and Managers.

Computer Accounting, Manager Accounting, Taxation, Auditing and Finance Accounting Associate of... Cavington, GA, USA Personal Finance, Banking, Forensic Accounting and Fraud examination, Auditing... Summary Accounting, Auditing, Manager and salesperson Skills Accountant - Accounting and Financial

Accountant / Accounting Clerk / Actuary / Advertising Account Manager / Advertising Copywriter / Advertising Creative Director / Art Director / Auditor / Bank Teller / Brand Management / Budget Analyst / Business Administration / Claims Adjuster / Commercial Banking / Corporate Finance / Cost Estimator / Economics / Financial Analysts & Personal Financial Advisors / Financial Management / Human Resources Associate / Industrial Organizational Psychologist / Insurance Agent / Insurance Underwriter / Investment Banking / Management Analyst / Personal Financial Advisor / Training and Development Specialist / More - >

Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

Dear Deb, Q. I am a Senior Financial Analytics Manager at a major pharmaceutical firm and keep seeing articles on the internet about personal branding and professional branding.

Bookkeeper, Administrative Assistant, HR Specialist, Companion, General Manager, Appointment Scheduler, Homemaker, Scheduling Coordinator, Complex Case Manager, Certified Home Health Aide, Front Desk Agent, Client Care Coordinator, Personal Care Aide, Data Specialist, Live In Care, On Call Responder, Human Resources Support Center, Territory Sales Manager, Home Care Case Manager, Scheduling Assistant, Marketing Assistant, Receptionist, Office Manager, Caregiver and Financial Analyst.

Highlight Your Skills for positions such as: Personal Banking Officer, Private Banking Officer, Professional Services Manager, Wealth Management, Personal Banking Representative, Loans Officer, Personal Financial Planner, Customer Service, Retail Banking and much more.

Personal Banking Officer, Private Banking Officer, Professional Services Manager, Wealth Management, Personal Banking Representative, Loans Officer, Manager of Personal / Commercial Banking, Business Development Manager, Portfolio Manager, Private Investments, Personal Financial Planner, Customer Service, Retail Banking and much more.

Job titles in the financial department of a company include financial purchasing manager, financial manager, financial analyst, investment bankers, personal financial advisor, financial examiner, money manager and others.

• Successfully organized a world tour spanning 85 countries, and exceeding the celebrity's financial goals • Restructured the celebrity's personal life, by finding and employing appropriate household staff for a recently bought mansion • Provided tour support by performing extensive research of city and venue and ensure that photographers capture behind the scene happenings and the main event • Updated celebrity's statuses (for events and otherwise) on social media channels such as Facebook, Twitter and Instagram • Handled celebrity's business with publicists, reporters, agents and business managers in person and over the telephone and email • Ensured celebrity's safety and wellbeing throughout the day, especially during public appearances

Related links: Bank manager cover letter Banking CV template Bank cashier cover letter Bank cashier letter of enquiry CV template examples Financial CV template samples Investment banking CV template Investment analyst CV template Personal Banker example Personal Banker resume

Tags for this Online Resume: Senior Financial Service Specialist, Personal Financial Representative, Branch Specialist, Branch Manager, Sales Manager, Sales managermanager

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Business Banking Relationship Manager January 1999 to... business owner in achieving their financial goals by providing smart financial solutions for both personal... ng, through subordinate personnel, twelve Banking Centers to achieve profit, growth, and customer

CAREER SUMMARY Edgewell Personal Care (Formerly Energizer Personal Care), Milford, Connecticut Program Manager (2015 to July 2016) * Managed all internal and external requirements for the Program, including financial, safety, quality, resources, compliance with external government regulations to transition all global product packaging from Energizer to Edgewell Personal Care.

SUMMARY OF QUALIFICATIONS An HCM, ERP, Services, Software manager with integrity, personal initiative, progressive experience, high motivation, and detailed knowledge in the following key areas: SaaS HCM, Account Management, Human Resources Management, Vendor Management, Customer Service, Cost Control, Financial Management, Acquisitions / Divestitures, Policy, Procedure Design, ERP and Service.

Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations

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

A sports or entertainment agent, financial advisor, attorney, business manager, or personal assistant seeking the best real estate professionals to work with your clients, and / or to work with you on your own real estate transactions; or

«Roughly 45 percent of Americans make New Year's resolutions each January, with many of their pledges being financial in nature,» says Raz Daraban, communications manager for personal finance site WalletHub.