Sentences with phrase «personal financial specialist»

Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA)

You and the other members of our Collaborative Divorce team, benefit from my more than 25 years of professional experience as a Certified Public Accountant (CPA), Financial Planner - Personal Financial Specialist (PFS) with the added specialized training as a Certified Divorce Financial Analyst (CDFA) professional.

• Consider various alternatives for dividing property, alimony, and child support • Small business and professional practice valuations • Moore - Marsden and reimbursement calculations Marital lifestyle analysis • Designated as a CPA / Personal financial specialist • Frequent speaker on mediation and collaborative law • Educate individuals so that they understand settlement options • Prepare tax returns • Assist in negotiations • Jointly retained by family law attorneys as neutral financial expert • Appointed by judges as the Court's forensic accounting expert

EDUCATION Bachelor's Degree, UCLA Master of Business Administration Program, CSUN Business Valuation Specialist Certified in Financial Forensics Personal Financial Specialist Registered Investment Advisor Mediation Training — LA County Bar Association Interdisciplinary Collaborative Training

Jeff Kostis has earned some of the industry's highest designations to ensure that clients receive the comprehensive advice they need, including the CFP ® (Certified Financial Planner), CPA / PFS (Certified Public Accountant / Personal Financial Specialist) and CDFA (Certified Divorce Financial Analyst) designations.

She holds an MBA in Taxation and is a Personal Financial Specialist.

In addition to his CPA designations, Mr. Harper is also Accredited in Business Valuation (ABV), a Personal Financial Specialist (PFS), and Certified in Financial Forensics (CFF) through the American Institute of Certified Public Accountants.

I'm a CPA who is currently working through the educational materials for the «Personal Financial Specialist» designation.

It is not uncommon to find a CPA who is also a Certified Financial Planner (CFP) or a Personal Financial Specialist (PFS).

«From my knowledge, banks don't verify that you spent it on what you say you spent it on,» said Dave Stolz, an accountant and member of the American Institute of CPAs personal financial specialist credential committee.

There are additional designations that some CPAs have, including Accredited in Business Valuation (ABV), Certified Valuation Analyst (CVA), and Personal Financial Specialist (PFS), among others.

Not exact matches

He is a personal finance specialist who enjoys helping students find ways to get through school with minimal debt so that they can start their working lives with a clean financial slate.

Different retirement investment accounts each offer benefits and disadvantages; carefully consider your personal financial situation and work with your advisor or plan specialist before committing to one account type.

Cameron - Okolita Inc., Financial Advisory Services, is a full - service debt relief specialist and we pride ourselves on meeting the varied and personal needs of our Edmonton and area...

Cameron - Okolita Inc., Financial Advisory Services, is a full - service debt relief specialist and we pride ourselves on meeting the varied and personal needs of our Sherwood Park cli...

Cameron - Okolita Inc., Financial Advisory Services, is a full - service debt relief specialist and we pride ourselves on meeting the varied and personal needs of our Calgary and area...

We advise insolvency practitioners, turnaround specialists, businesses, directors, creditors, financial institutions and other stakeholders in relation to a wide range of issues arising in corporate and personal insolvency, and in relation to the restructuring and turnaround of ailing businesses.

In addition to holding the Chartered Financial Divorce Specialist (CFDS) designation, Terri is a Personal Financial Planner (PFP) and Financial Management Advisor (FMA), and holds a Certificate in Retirement Strategy.

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 - >

Loan Servicing Specialists are financial experts responsible for providing support related to personal lending products.

Morgan Stanley Smith Barney 6/2011 — 9/2011 Advisory Support Specialist Assisted Financial Advisor's on MSSB Platform using SMA / UMA products like Fiduciary Services, Consulting and Evaluation Services, Investment Management Services and Personal Portfolio.

WORK HISTORY First Tennessee Bank, Chattanooga, TN 2000 to 2011 Insurance Sales Assistant --(2000 — 2008) Brokerage Sales Assistant --(2008 — 2010) Personal Trust Specialist --(2010 — 2011) Insurance Agent — Prudential Financial Services, Chattanooga, TN 1999 to 2000 Jefferson Pilot Financial (formerly Chubb Life America), Chattanooga, TN 1979 to 1999 IT Administrative Analyst --(1993 — 1999) IT Administrative Specialist --(1986 — 1993) Administrative Assistant --(1985 — 1986) Executive Secretary --(1984 — 1985) Insurance Sales Assistant --(1983 — 1984) Department Secretary --(1979 — 1983)

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.

Efficient Medical Billing Specialist dedicated to the efficient translation of patient personal and financial information into medical code.

Two years experience as a Client Service Specialist, In - Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three years experience in a sales and service based position in a retail envFinancial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three years experience in a sales and service based position in a retail envfinancial institution; three years experience in a sales and service based position in a retail environment.

Two years experience as a Client Service Specialist, In - Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a...

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

Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner

Lisa C. Decker, Certified Divorce Financial Analyst (CDFA), Real Estate Collaboration Specialist in Divorce (RCS - D) and Founder and CEO of Divorce Money Matters ® and DivorceTown ® USA was interviewed by Personal Finance Expert and TV personality, Farnoosh Torabi, about important matters to consider before getting divorced to help people avoid common, costly and permanent mistakes.

Through his years in the military, Tim has become a certified Command Financial Specialist, educating hundreds of Sailors and Marines on personal finance and creating financial freedom... and now, Tim rapidly found another lifeFinancial Specialist, educating hundreds of Sailors and Marines on personal finance and creating financial freedom... and now, Tim rapidly found another lifefinancial freedom... and now, Tim rapidly found another life passion.