Sentences with phrase «personal financial services organization»

Prior to 2003, he was the Chair, President and Chief Executive Officer of Investors Group Inc., a personal financial services organization.

Not exact matches

GOBankingRates is a personal finance and consumer interest rate website owned by ConsumerTrack, Inc., an online marketing company serving top - tier banks, credit unions and other financial services organizations.

My personal experience shows that most Banks and Financial Services organizations tend to opt for more traditional approaches to offer learning.

GOBankingRates is a personal finance and consumer interest rate website owned by Con, an online marketing company serving top - tier banks, credit unions, and other financial services organizations.

Disclaimer: GOBankingRates is a personal finance and consumer interest rate website owned by ConsumerTrack, Inc., an online marketing company serving top - tier banks, credit unions, and other financial services organizations.

You ought to be aware of credit counseling agencies and organizations that charge a high up - front or every month fee for signing up for credit counseling or a debt management plan, pressure you to make voluntary contributions or use another name for fees, send you free pamphlets contained with information about the services they provide without requiring you to provide personal financial information such as charge account numbers with balances, try to enroll you in a debt management plan without spending the time to review your current financial situation, offer to sign you up for a debt management plan without trying to help you with budgeting and money management skills, or require that you make payments into a debt management plan before your current creditors have accepted you into the program.

GOBankingRates is a personal finance and consumer interest rate website owned by ConsumerTrack, Inc., an online marketing company serving top - tier banks, credit unions, and other financial services organizations.

Paige Schaffer, President and COO of Generali Global Assistance's Identity and Digital Protection Services Global Unit, commented on today's news, «For years, the financial services sector has been a primary target for cyberattacks largely due to the tremendous value of the information that these organizations hold as well as personal funds iServices Global Unit, commented on today's news, «For years, the financial services sector has been a primary target for cyberattacks largely due to the tremendous value of the information that these organizations hold as well as personal funds iservices sector has been a primary target for cyberattacks largely due to the tremendous value of the information that these organizations hold as well as personal funds impacted.

The personal financial information disclosed was sent by email and included transaction dates, amounts and the payor between the third - party financial services organization and the complainant — exactly what the employer was trying to find out.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks