Sentences with phrase «program for financial services companies»

Because the EU has a «passport» program for financial services companies, therefore, with the Luxembourg license, Bitstamp will be licensed in all 28 European countries starting on July 1, 2016.

Not exact matches

Kim Peters and Tabitha Russell are vice president and certification program manager, respectively, at Great Place to Work, the longtime research partner for Fortune's annual list of the 100 Best Companies to Work For and other best workplaces lists, including the Best Workplaces in Financial Services & Insuranfor Fortune's annual list of the 100 Best Companies to Work For and other best workplaces lists, including the Best Workplaces in Financial Services & InsuranFor and other best workplaces lists, including the Best Workplaces in Financial Services & Insurance.

F.W. Cook compiles compensation data for the financial services organizations the HRC considers our peers (Peer Group), and reviews with the HRC the Company's executive compensation programs generally and in comparison to those of the Peer Group.

We believe that these programs are similar to and competitive with those offered at other financial services companies with which we compete for management and team members.

This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the company's BlackBerry 10 smartphones; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.

For instance, if you're in charge of marketing for a technology company and your Widget - Integration - Management - Program (or WIMP) Solution is marketed to the Director of IT and the CFO at financial service companies, you would have two WIMP buyer personas: a Director of IT at a Regional Bank, and the CFO at that baFor instance, if you're in charge of marketing for a technology company and your Widget - Integration - Management - Program (or WIMP) Solution is marketed to the Director of IT and the CFO at financial service companies, you would have two WIMP buyer personas: a Director of IT at a Regional Bank, and the CFO at that bafor a technology company and your Widget - Integration - Management - Program (or WIMP) Solution is marketed to the Director of IT and the CFO at financial service companies, you would have two WIMP buyer personas: a Director of IT at a Regional Bank, and the CFO at that bank.

This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the Company's BlackBerry 7 and 10 smartphones and BlackBerry PlayBook tablets; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, the West Virginia State Treasurer's Office, Hartford Life Insurance Company, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.

Before joining IBM, I led the development of successful direct marketing and brand management programs for companies across a multitude of industries ranging from publishing, financial services, retail, distribution and consumer packaged goods.

There are specialized 7 (a) program options for exporting companies, those in underserved communities, those with military ties (such as a veteran business owner or businesses owned by the spouse of an active service member), and those with cyclical or seasonal businesses that need help with short - term financial needs.

According to real estate guru Ken McElroy, that's because financial publications, TV and radio programs make the bulk of their money from advertising paid for by the very companies who provide such mainstream financial services.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

[Box 9] OIS - China - Chinese Science and Technology Policy Delegation Visit, 1978 Zhongshan University Delegation Visit, 1979 AAAS Popularization of Science Delegation to China, 1980 CAST Science Writers Delegation to US, 1981 AAAS Environmental Planning Delegation to China, 1981 US - China Conference on Energy Resources and Environment, 1982 Interferon Study (Proposed), 1982 CAST Delegation to US, 1982 CAST Quality Control Delegation to US, 1982 Rumenant Productivity Symposium - US Papers, 1983 Rumenant Productivity Symposium - Chinese Papers, 1983 Photo Album of Address by Song Jian, 1985 AAAS Board of Directors Delegation to China, 1985 Chinese Delegation Visit (IIE), 1986 US Fish and Wildlife Service Delegation to China, 1986 FASAS International Climate Change Symposium (Proposal), 1986 CAST Delegation to US, 1986 Background Political Information, 1987 Law / Science Short Course (Proposal), 1987 Collected Information and Papers on Chinese Water Management, 1987 CAST Water Management Delegation to US, 1987 AAAS Water Management Delegation to China, 1987 AAAS Water Management Delegation to China - Follow - up, 1988 CAST Petrochemical Engineer Delegation to US (Proposal), 1987 Pacific Rim Symposium (Proposal), 1987 Science and Technology Advising Seminar (Proposal), 1988 - 1989 AAAS / ABA Lawyers and Scientists Delegation to China, 1988 China Symposium at 1989 AAAS Annual Meeting, 1988 - 1989 Medical Instrument Maintenance and Repair, 1989 Fang Li Zhi, 1988 - 1989 Amnesty International Reports on Chinese Arrests, 1989 Correspondence re: June 1989 Events in China, 1989 Consortium of Affiliates for International Programs, 1989 China - FASAS Symposium on Environmental Protection in Developing Countries, 1989 FASAS Symposium Chinese Papers, 1989 PRC Joint Commission Visit, 1989 Tibet, 1987 Liz Levey Misc Correspondence, 1982 - 1990 Chinese Code of Ethics, 1986 China Tech Company Information, (undated) AAAS / CAST Exchange Programs, 1978 - 1987 Correspondence with CAST International Director Wang Zheng, 1981 - 1982 Correspondence with CAST, 1981 - 1989 James Hartnett Complaint to CAST, 1988 - 1989 Chinese Academy of Sciences, 1987 Hong Kong Association for the Advancement of Science and Technology, 1987 - 1988 Correspondence with Chinese Embassy, 1982 - 1987 NAS China Committee, 1982 - 1986 Financial Aid for Chinese Students, 1987 Misc Articles and General Background Information, 1978 - 1989 Misc., 1982 - 1989 Presentation Transparencies, 1988 Elzinga, Aant.

The new relationship with a top - tier financial services company is seen as a boost for research programs benefitting children.

The new company will provide services to employers needing certification programs for employees and will help organizations that license and certify such professionals as architects and financial planners.

Investments in CHET Advisor are not guaranteed or insured by the State of Connecticut, the Connecticut Higher Education Trust Program, the Connecticut State Treasurer's Office, Hartford Life Insurance Company, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.

According to real estate guru Ken McElroy, that's because financial publications, TV and radio programs make the bulk of their money from advertising paid for by the very companies who provide such mainstream financial services.

Mortgage relief programs are primarily designed to assist homeowners who can not afford to make their mortgage payments due to financial hardship; FHA guidelines for a proposed «short refinance» program may allow borrowers to qualify for an FHA refinance to a lower mortgage amount but only if the mortgage lender and any second mortgage holders agree to write down their loan balances, So far, mortgage servicing companies and mortgage investors (the owners of mortgage loans) are reluctant to agree.

Unlike most of the other debt relief companies out there that offer only debt settlement, Golden Financial Services has multiple debt relief programs for consumers to pick from.

[schema type =» person» name =» Paul Paquin» orgname =» Golden Financial Services» jobtitle =» President» url =» http://www.goldenfs.org» description =» PAUL PAQUIN is the CEO and President at Golden Financial Services, a national debt relief company that offers an array of debt relief programs including student loan relief and credit card relief options, along with providing free financial tools for the publiFinancial Services» jobtitle =» President» url =» http://www.goldenfs.org» description =» PAUL PAQUIN is the CEO and President at Golden Financial Services, a national debt relief company that offers an array of debt relief programs including student loan relief and credit card relief options, along with providing free financial tools for the publiFinancial Services, a national debt relief company that offers an array of debt relief programs including student loan relief and credit card relief options, along with providing free financial tools for the publifinancial tools for the public.»

PARSIPPANY, N.J. — Feb. 6, 2017 — Zoetis, the leading animal health company, today announced the expansion of its K - 9 Courage ™ Program to support two American Humane initiatives benefiting military dogs and service dogs that assist veterans: the Wags4Patriots program that helps provide service dogs for veterans who suffer from Post-Traumatic Stress (PTS), and the Emergency Veterinary Grants for Military Dogs program that awards financial grants to provide emergency treatment to retired military dogs iProgram to support two American Humane initiatives benefiting military dogs and service dogs that assist veterans: the Wags4Patriots program that helps provide service dogs for veterans who suffer from Post-Traumatic Stress (PTS), and the Emergency Veterinary Grants for Military Dogs program that awards financial grants to provide emergency treatment to retired military dogs iprogram that helps provide service dogs for veterans who suffer from Post-Traumatic Stress (PTS), and the Emergency Veterinary Grants for Military Dogs program that awards financial grants to provide emergency treatment to retired military dogs iprogram that awards financial grants to provide emergency treatment to retired military dogs in need.

Stash Hotel Rewards, the award - winning loyalty program for independent hotels, and Synchrony Financial (NYSE: SYF), one of the nation's premier consumer financial services companies, today launched the Stash Hotel Rewards ® Visa ® Card, the only1hotel loyalty credit card that awards double points for stays at aFinancial (NYSE: SYF), one of the nation's premier consumer financial services companies, today launched the Stash Hotel Rewards ® Visa ® Card, the only1hotel loyalty credit card that awards double points for stays at afinancial services companies, today launched the Stash Hotel Rewards ® Visa ® Card, the only1hotel loyalty credit card that awards double points for stays at any hotel.

Discover Financial Services («Company») today announced that it has made cashback rewards program changes which will further simplify rewards access for customers by removing redemption thresholds for statement credits, charitable contributions and electronic deposits in bank accounts and forfeiture of rewards due to delinquency, inactivity or account closure.

For instance, a company called Elan Financial Services manages student credit card programs for regional banks such as Comerica Bank, Susquehanna Bank, and Frontier BaFor instance, a company called Elan Financial Services manages student credit card programs for regional banks such as Comerica Bank, Susquehanna Bank, and Frontier Bafor regional banks such as Comerica Bank, Susquehanna Bank, and Frontier Bank.

For example, one of the firm's partners developed an FCPA compliance program for a major international financial services firm, oversaw the training and implementation of that program, counseled that corporation on specific matters arising under the program, and engaged in enhanced due diligence for that client with regard to the sale or acquisition of companies that do business in developing and third world countriFor example, one of the firm's partners developed an FCPA compliance program for a major international financial services firm, oversaw the training and implementation of that program, counseled that corporation on specific matters arising under the program, and engaged in enhanced due diligence for that client with regard to the sale or acquisition of companies that do business in developing and third world countrifor a major international financial services firm, oversaw the training and implementation of that program, counseled that corporation on specific matters arising under the program, and engaged in enhanced due diligence for that client with regard to the sale or acquisition of companies that do business in developing and third world countrifor that client with regard to the sale or acquisition of companies that do business in developing and third world countries.

- the home and auto insurance program for Employer Groups underwritten by Primmum Insurance Company and distributed by Meloche Monnex Insurance and Financial Services Inc. in Québec and TD Insurance Direct Agency Inc. in the rest of Canada.

- the home and auto insurance program for Professionals and Alumni underwritten by Security National Insurance Company and distributed by Meloche Monnex Insurance and Financial Services Inc. in Québec, Meloche Monnex Financial Services Inc. in Ontario and TD Insurance Direct Agency Inc. in the rest of Canada.

We are the trusted partner to hundreds of insurance companies and financial services providers looking for digital solutions to drive their customer acquisition programs.

TD Insurance Meloche Monnex program for members of professional and alumni groups underwritten by Security National Insurance Company and distributed by Meloche Monnex Financial Services Inc. in Ontario, by Meloche Monnex Insurance and Financial Services Inc. in Quebec and by TD Insurance Direct Agency Inc. in the rest of Canada

24/7 Claims Network - 24/7 Claims Service - 40 Million Drivers Trust State Farm - A Trusted Name for 90 Years - A Trusted Name for Over 90 Years - Agent - Agent's - and Great Discounts Too - Auto & Home Insurance Program - Automobile Insurance Company - Call for A Free Quote Today - Call Today for A Free Quote - Call Your Local Agent Today for A Free Quote - Clean Driving Records - Courtesy - Discounts for Multiple Policies - Education Planning - Financial Services - Financial Strength and Stability - Flexible Payment Options - Free Agent With Every Policy - Free Discount Double Check Too - Free Discounts Double Check - Get All The Discounts You Deserve - Get Discounts Up to 40 Percent - Good Driving Discount - Good Student Discount - Good Students and More - Honesty - Hospital Income Insurance - I'll Make Sure Your Auto Coverage Is The BET Fit - Long - Term Care Insurance - Multi-Line Discount - Multi-Line Discounts - Multiple Automobile Discount - One Agent for All Your Insurance and Financial Needs - One Age

Speaking with TechCrunch, AirAsia CEO Tony Fernandes laid out a plan for the $ 3 billion company to develop a proprietary cryptocurrency that could replace its current «Big Loyalty» rewards program and serve as a native currency on the firm's nascent financial services platform.

Based on a survey of more than 12,000 interns, the Vault Guide to Top Internships ranks internship programs in 15 categories: Most Prestigious Companies to Intern For, 50 Best Internships, Best Internships for Quality of Life, Best Internships for Career Development, Best Internships for Compensation & Benefits, Best Internships for Employment Prospects, Accounting, Consulting, Energy, Financial Services, Health Care, Investment Banking, Media & Telecom, Retail & Consumer Products, and Tech & EngineeriFor, 50 Best Internships, Best Internships for Quality of Life, Best Internships for Career Development, Best Internships for Compensation & Benefits, Best Internships for Employment Prospects, Accounting, Consulting, Energy, Financial Services, Health Care, Investment Banking, Media & Telecom, Retail & Consumer Products, and Tech & Engineerifor Quality of Life, Best Internships for Career Development, Best Internships for Compensation & Benefits, Best Internships for Employment Prospects, Accounting, Consulting, Energy, Financial Services, Health Care, Investment Banking, Media & Telecom, Retail & Consumer Products, and Tech & Engineerifor Career Development, Best Internships for Compensation & Benefits, Best Internships for Employment Prospects, Accounting, Consulting, Energy, Financial Services, Health Care, Investment Banking, Media & Telecom, Retail & Consumer Products, and Tech & Engineerifor Compensation & Benefits, Best Internships for Employment Prospects, Accounting, Consulting, Energy, Financial Services, Health Care, Investment Banking, Media & Telecom, Retail & Consumer Products, and Tech & Engineerifor Employment Prospects, Accounting, Consulting, Energy, Financial Services, Health Care, Investment Banking, Media & Telecom, Retail & Consumer Products, and Tech & Engineering.

At Smith Barney and other financial - services companies, applications are up for programs designed to train new financial advisers, the position most financial institutions rely on as their primary sales role, Romero said.

Software Development Lead — Hightower Financial Services, Portland, OR — 5/2012 — Present • Serve as the team lead for group of six developers tasked with updating current corporate programs as well as creating new applications to help improve operations • Meet with ops directors and department managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with executive team • Manage the development of new applications, along with the testing of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by company management (along with team members) for role in developing software solutions that have contributed to net increase of 42 percent in company - wide productivity

Human Resource Manager — Duties & Responsibilities Direct human resource operations and support staff ensuring efficient and effective operations Responsible for benefit administration including employee leave, 401 (k)'s, and insurance Oversee payroll, departmental budgets, accounts payable, and accounts receivable Recruit, interview, and hire new employees with input from senior leadership Conduct staff orientation regarding acceptable attire, company brand, policies, and employment law Implement professional development program to enhance team skill sets and employee value Oversee employee recognition program to highlight notable achievements and boost team morale Review employee performance and recommend promotion or disciplinary action as appropriate Resolve disputes between staff members in a fair, professional, and timely manner Ensure company compliance will all applicable employment law and industry best practices Negotiate and confirm contracts with vendors, partners, employees, and clients Create and present financial reports and purchasing proposals to senior management Build and strengthen long term relationships with clients, vendors, and community leaders Direct purchasing and licensing of information technology equipment and software Assist students and families with financial aid application process Provide additional administrative support including data entry, phones, and customer service Utilize proficiencies in English and Spanish to effectively serve clients of varied backgrounds Perform all duties in a positive, professional, and courteous manner

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

Business Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer service, and finances for multiple establishments Hire, train, and direct large staffs ensuring they understand that brand and adhere to corporate protocols Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintain profit / loss statements, and ensure overall financial health Determine employee schedules, responsibilities, and dress code Increase sales through effective marketing and customer service Cut operational costs through efficient inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Ensure compliance with all applicable health and safety regulations Enforce corporate food and beverage quality standards Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Develop a loyal client base through excellent customer service and a quality product Build and strengthen relationships with clients, staff, vendors, and community leaders Perform administrative duties such as data entry, filing, faxing, and phones as needed Fluent in Albanian, English, and Spanish.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, aServices Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, aservices 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 Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, aservices Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pFinancial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and poServices Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and poservices Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Business Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer service, and finances for multiple locations Hire, train, and direct large staffs ensuring they understand that brand and adhere to corporate protocols Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintain profit / loss statements, and ensure overall financial health Determine employee schedules, responsibilities, and dress code Increase sales by 5 % each year through effective marketing and customer service Cut operational costs through efficient inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Ensure compliance with all applicable health and safety regulations Enforce corporate food and beverage quality standards Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Develop a loyal client base through excellent customer service and a quality product Build and strengthen relationships with clients, staff, vendors, and community leaders Completed management training program through Fatburger corporate university Certified in ServeSafe food handling procedures Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent brand with positivity, dedication, and professionalism

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

Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform 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 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 Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity

Golfsmith International (Duluth, GA) 1/2005 — 6/2006 General Manager • Executed all relevant retail operations and financial administration for a high - profile store, successfully increasing sales versus both plan and LY regularly while competing in and winning company sales programs • Earned selection as 1 of 3 GM's to evaluate, revise, and implement the Selling & Service Program to entire firm, training regional and general managers in the selling solutions program and providing guidance to underperforming store managers • Assisted management with various other duties as aProgram to entire firm, training regional and general managers in the selling solutions program and providing guidance to underperforming store managers • Assisted management with various other duties as aprogram and providing guidance to underperforming store managers • Assisted management with various other duties as assigned

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

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Resort Manager — Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Increased Guest Services scores by 21 % and Guest Loyalty Program enrollment by 138 % Consistently ranked as one of the top 50 sales agents throughout the United States Oversaw human resources, accounting, marketing, special events, and sales efforts Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintained profit / loss statements, and ensured overall financial health Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee recognition and development programs building staff dedication, skill sets, and value Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, vendor, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Duties & Responsibilities Directed customer service departments across a wide variety of industries Oversaw, trained, and reviewed customer service staff ensuring efficient operations Increased department efficiency by 25 % through effective management tactics Designed and implemented staff development and recognition programs Performed internal financial audits and customer service quality assessments Resolved customer service inquiries in a timely, positive, and professional manner Delivered exceptional customer service resulting in client satisfaction and repeat business Managed $ 41 million in company inventory, supply replenishment, and product shipments Handled human resources tasks including benefit administration and promotions Directed accounting operations including payroll, accounts receivable, and accounts payable Responsible for company correspondence, phones, reception, data entry, and financial recordkeeping Built and strengthened relationships with key clients, partners, and industry leaders