Other than that, you can also add whole life plans according to
your present financial portfolio and start saving your money through insurance plans.
Not exact matches
We do this by sending out regular business updates, newsletters, detailed semiannual and annual reports, audited
financial statements, and we organize an annual general meeting where we
present the past,
present and future with detailed updates from the BECO team,
portfolio companies and the professional service providers that we work with to produce accurate and high quality reporting.
George
presents Mirror My Trades in the New Workouts Model
Portfolio posted here at Fat Pitch financials, saying, «You now have the option of opening a mirroring account that will follow the trades of my new Workouts portfolio, which invests in Benjamin Graham style special situation opportunitie
Portfolio posted here at Fat Pitch
financials, saying, «You now have the option of opening a mirroring account that will follow the trades of my new Workouts
portfolio, which invests in Benjamin Graham style special situation opportunitie
portfolio, which invests in Benjamin Graham style special situation opportunities.»
My Journey
presents Updating My Perpetual Income Dividend Machine posted at My Journey to Millions, saying, «I started my perpetual income machine dividend
portfolio at the beginning of last year and it has quickly become one of my favorite pieces of my
financial world.
Mattu: There are two key components of assets in every participant's
portfolio: 1)
financial assets (both inside and outside the DC plan) and, even more importantly, 2) the value of human capital in excess of consumption — i.e., the
present value of future savings over the participant's working career.
Portfolio Strategies Peculiar Facts From 500 Years of Finance Lesser - known but notable events that not only have led us to the
present day, but also had an impact beyond the
financial markets.
-LSB-...]
Financial Blogger
presents 2011 Best Stock Picking Contest Q3 Results posted at The
Financial Blogger, saying, «How did your
portfolio -LSB-...]
A qualified, vetted and independent
Financial Investment Advisory firm or trusted and licensed mutual fund representative will take the opportunity to review your
present portfolio and to offer a FREE Second Opinion.
Data Design Corporation, Gaithersburg • MD 5/2002 —
Present Director Finance & Administration Supported budget and performed
financial analysis for
portfolio of DOD contracts exceeding $ 20M.
Financially evaluated
portfolio companies (including Torrent) through
financial analysis and interaction with the company's management;
presented results at monthly partner meetings.
Present financial reports to the pastors and the executive board to help identify strengths and opportunities for the overall
portfolio of the church and ELC.
Experience WADDELL & REED, NAPERVILLE, ILLINOIS
Financial Advisor, 2009 -
Present • Advise individuals regarding insurance coverage and make recommendations concerning securities after a comprehensive
portfolio evaluation.
Professional Experience Waddell & Reed (Naperville, IL) 2009 —
Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal
Financial Advisor • Identify and develop leads of prospective clients of
financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal
financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing
portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents
Professional Experience Fortris
Financial (Los Angeles, CA) 2008 —
Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved
Portfolio Manager • Manage a universal life policy
portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved
portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities
Professional Experience PHP LLC (Bountiful, UT) 2004 —
Present Insert Title • Manage an insurance and
financial services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and
financial service providers for client use • Perform full service client
portfolio management including
financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistics as needed
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
• Robert R. Meredith & Co — 1998 — 1999 • Municipal Bond Trader • UBS,
Financial Services — 1999 — 2009 •
Financial Advisor, First Vice President and Senior
Portfolio Manager • Bernard Caroli Wealth Management — 2009 —
Present • Managing Partner