Sentences with phrase «sales with financial planning»

Not exact matches

Common business and professional planning topics revolve around sales growth, financial management, marketing approaches and ongoing education but, since connections and relationship building is a common denominator of success in most businesses, you should be just as intentional with your «new relationships plan».

The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

Along with his sales, service and compliance experience, Mr. Qureshy has completed the Canadian Securities Course, Branch Compliance Officer's Course, Professional Financial Planning Course and is currently awaiting registration for his Personal Financial Planner (PFP) designation.

A move to Connecticut came with a promotion to vice president, business performance management, where she managed Diageo North America's financial outlook, totaling $ 4.9 B. Kirsty's Diageo career came to a close after she spent a year in Napa negotiating Diageo's sale to Treasury Wine Estates as Diageo's vice president, finance and business planning.

«The $ 16 million in revenue for 45 Rivington was co-mingled with another $ 11 million property sale in the Bronx and some smaller items to reach a total of $ 26.8 million in the sales of property line, which was included in the January Financial Plan.

, I worked the floor with venue managers, observed the teams on the line in the kitchen and spent countless hours with our partners and GMs asking questions, reviewing sales and financial documents, uncovering strengths and weaknesses and planning out my strategy.

These statements are likely to address matters such as the company's future financial condition and performance (including earnings per share, the profitability of Waldenbooks, liquidity, sales, inventory levels and capital expenditures), its cost reduction initiatives and plans for store closings and the expansion of product categories, as well as the timing of the launch of the Borders - branded eBook store and mobile application and the completion of the contemplated transactions with Spring Design and the benefits thereof.

Pure Financial provides fee - only financial planning with no competing sales goals or diFinancial provides fee - only financial planning with no competing sales goals or difinancial planning with no competing sales goals or directives.

If, however, you (except Employer Sponsored Retirement Plans) paid a CDSC when you sold Class C shares held at the time of sale in a Franklin Templeton fund account without an investment representative (financial advisor) appointed by you and invest the proceeds from that sale in Class A shares within 90 days of the sale, you will not receive a credit for the CDSC and new Class A shares issued with your reinvestment WILL NOT BE subject to any otherwise applicable CDSC.

If you work with a financial planner who sells investments or insurance, their investment or insurance license has certain codes of conduct, but these relate primarily to product sales as opposed to financial planning.

The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee - Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long - term commitments.

Andrew brings to the table extensive corporate experience in strategic management, organizational development, corporate re-structuring, financial planning, budgeting controls, sales and marketing — together with the training and development of senior company executives.

The People Making Green Planet Work Andrew Worsley — Director Andrew brings to the table extensive corporate experience in strategic management, organizational development, corporate re-structuring, financial planning, budgeting controls, sales and marketing — together with the training and development of senior company executives.

ALM does not appear to have a clear digital plan though and LexisNexis» alleged failure to invest in technology combined with its parent, Reed Elsevier taking subscription price hits with the growth of open access, has some in the UK financial community calling for its sale.

You may soon have more options if insurers with highly publicized financial difficulties relax their underwriting standards to maintain their sales volume, said Wil Heupel, managing principal of Accredited Investors, a Minneapolis financial planning firm.

The country's financial authorities are planning to abolish the 8 % sales tax on deals with cryptocurrencies in July 2017.

Created sales plan and strategy for the Financial Services Category, worked closely with President and CEO

Provided customers with information on purchase and sale of securities, and investment plans, based on review of professional publications and other financial literature

Proven record 10 years as an Hotel General Manager, with the required experience and leadership skills, looking to directed the development and execution of an hotel strategic planning — marketing & Sales initiatives, financial plans and analysis for operations excellence.

Kirlin Securities, San Francisco • CA 5/2000 — 5/2001 VP, Investments Managed sales team and conducted monthly meetings with junior account staff for a boutique investment house providing personal financial planning for a broad client base.

Met aggressive project plan (6 months) to support business critical launch of a corporate and franchise system, and to integrate point of sale data with back office financials and operations.

Essential job duties of a Retail Merchandiser include planning products ranges, liaising with suppliers, visiting stores, negotiating prices and quantities, finding ways to maximize profits, presenting sales forecasts, monitoring competitor performance, creating and implementing promotions, presenting financial reports to managers, and coordinating junior staff.

KEY QUALIFICATIONS • 2 + year of merchandising and eCommerce experience • Demonstrated ability to communicate and negotiate with merchants and vendors • Strong working knowledge of retail financial principals • Good knowledge of sales forecasting, inventory planning, gross margin and extra retail mathematics and formulas • Self - Starter who take pleasure in taking the initiative • Detail oriented and organized • Quick learner on latest, proprietary systems • Ability to direct all aspects of Purchase order creation

Some of the areas your personal business coach can help with are; financial planning, marketing and putting together a sales strategy.

Areas of Expertise * Time Management * Superior Customer Service * Employee Development Problem Solving * Inventory Management * Forecasting Strategic Planning & Analysis * People Management * Financial Planning Selected Accomplishments Efficiencies - Planning and executing flawless planograms which will result in 15 - 20 % increase in product utilization with direct correlation to sales.

-- Supports marketing initiatives by issuing timely policies that minimize risk — Assess mortality of individual life applicants using medical and non-medical records as well as financial information — Serves as an advocate for company growth and profit by extolling strategic business plans and developing partnerships with local market sales personnel

HIGHLIGHTS OF SKILLS • Well versed in B2C marketing, budgeting and financial forecasting • Able to conduct competitive analysis in relevant market and devise future campaigning strategies based on the same • Familiar with all automated marketing tools including Elouqa and Marketo • Keen eye for potential markets and exceptional ability to perceive differential marketing needs in order to enhance sales in diverse regions • Track record of monitoring target markets and adjusting plans accordingly

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Coordinator, Customer Service Consultant, and Customer Service Asales management, coordinator, cashier, medical sales, distribution, financial, manager, sports, entertainment, international, consultant, real estate, telecommunications, general, retail, business, sports, entertainment, marketing, sports marketing, customer service, Customer Service Adviser, Customer Service Representative, Customer Service Officer, Customer Service Associate, Customer Service Assistant, Customer Service Supervisor, Customer Service Coordinator, Customer Service Consultant, and Customer Service Asales, distribution, financial, manager, sports, entertainment, international, consultant, real estate, telecommunications, general, retail, business, sports, entertainment, marketing, sports marketing, customer service, Customer Service Adviser, Customer Service Representative, Customer Service Officer, Customer Service Associate, Customer Service Assistant, Customer Service Supervisor, Customer Service Coordinator, Customer Service Consultant, and Customer Service Agent.

• Qualified to direct all operational aspects with special focus on client services, administration and human resources • Hands - on experience in assessing local markets to determine market conditions and identify present and future sales opportunities • Specialized courses in developing forecasts, business plans and financial objectives to keep business atop of the competition • Particularly effective in proposing corrective actions by actively locating areas of improvement

He also identifies and evaluates competitors in the market and prepare financial estimates, sales projections, making analysis coming up with marketing plans to improve the image of the spa.

• Documented success in generating sales by providing outstanding customer services and expanding and maintaining product knowledge • Well - versed in setting up new displays in an aesthetic manner and according to the store's policies • Special talent for producing novel and unique concepts for merchandize presentation • Exceptional knowledge of building, adjusting and removing product displays in accordance to company's directives • Adept at providing and maintaining positive work relationships with team members to ensure appropriate merchandising solutions • Demonstrated expertise in smoothing out frontend and backend work processes to ensure a positive shopping experience for customers • Particularly effective in upholding stock levels and handling pricing duties for multiple product lines • Adept at organizing and handling inventory and communicating effectively with retail merchants • Focused on reconciling orders with financial plans and forecasts • Excellent ability to recommend merchandise based on customers» needs and upselling associated products • Competent at leading promotional activities and ensuring that store and warehouse security practices are appropriately placed

He is also responsible for hiring and training the staff, making the financial and budgetary plans and also deal with the marketing strategies and the sales department.

PROFILE Sales Consultant / Supervisor / Trainer / Entrepreneur Travel Sales Furniture Sales Sales Supervisor / Trainer Financial Planning / Mortgage Sales * Dynamic, energetic and optimistic potential leader with a diverse knowledge base * Unique ability to absorb and apply new knowledge quickly * Proven track record of relating well with clients and co-workers and having the ability to get the job done * Demonstrated ability to...

His years of experience in financial planning and his well - defined sales background, along with his RPR designation lend themselves well to his technical sales role.

25 years of experience in Corporate Finance, Accounting and Financial / Operations Management with a strong record of achievement in both the planning and leadership of general business and financial operations thru senior level management positions held with multi-million dollar organizations ranging from $ 5 million to $ 500 million in annuFinancial / Operations Management with a strong record of achievement in both the planning and leadership of general business and financial operations thru senior level management positions held with multi-million dollar organizations ranging from $ 5 million to $ 500 million in annufinancial operations thru senior level management positions held with multi-million dollar organizations ranging from $ 5 million to $ 500 million in annual sales.

Over 20 years of experience in the financial services industry in card program and portfolio management; marketing, operations and product development / management for credit, cobranded, affinity, debit, prepaid, stored value and chip card products; sales management, co-brand contract experience and consulting with a focus on strategic planning and product innovation.

Areas of Expertise Mortgage Sales Closer * Account Management * Sales Leadership & Training * Sales Management * Financial Statement Analysis * Credit & Collection analyst * Business Marketing and Planning * Customer Service, Collections * Proficient MIS / IT / Excel * Cash flow Analysis * Product Marketing and Management * Internal Controls & Compliance * Marketing Analysis * Spanish Bilingual with oral & written communication

SUMMARY Management professional with expertise in strategic planning, project management, operations management, staffing, sales, training, vendor management, financial management and customer service.

Accomplished General Manager, Operations, and Hospitality Specialist with more than 20 years of leadership experience in operational management, staff development and mentorship, strategic planning, sales leadership, safe working environments, financial goals, and procedural improvements combined with a proven record of success in turning around struggling business operations throughout the region.

Anton Glovsky has over twenty years of experience with project and product management as well as supervision of day - to - day business / financial operations and long - range planning for both sales and service companies in a range of industries.

CAREER SUMMARY Highly driven Global OE Commercial Sales, Marketing and Program Management Professional with extensive experience in Customer relationship management, negotiations, Strategic planning and achievement of program financial objectives.

Summary of Qualifications: * B2B Sales * Strategic Solutions personally customized to industry clientele * Skilled at initiating, planning, executing, controlling / monitoring business cycle * Polished negotiator and closer * Excels in project management, marketing and financial analysis * Successfully matching world - wide high - end clientele with luxury acquisitions * Adept at reversing downward sales cycle with new revenue Sales * Strategic Solutions personally customized to industry clientele * Skilled at initiating, planning, executing, controlling / monitoring business cycle * Polished negotiator and closer * Excels in project management, marketing and financial analysis * Successfully matching world - wide high - end clientele with luxury acquisitions * Adept at reversing downward sales cycle with new revenue sales cycle with new revenue mo...

• Plan merchandise flow to drive faster turns and minimize markdowns • Forecast sales by classification to help the Buyers react to weekly trends • Perform trend analysis and adjust the business plans through monthly meetings with the Buyers • Monitor Open to Buy and Liquidity closely to drive business initiatives • Update a variety of financial controls monthly to effectively manage business opportunities and risks • Partne...

Professional Summary Financial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salFinancial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salfinancial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salfinancial portfolio and exceeding sales goals.

general or sales management for firm or business unit; autonomy with full P&L, new business, new product, process engineering / re-engineering; strategic and financial plan development and implementation.

Areas of Expertise * Strategic Planning & Execution * Sales & Operations Management * Sales, Marketing & Pricing Strategy * Customer Service & Relations * Financial (P&L) Management * Team Leadership and Motivation * Supplier and Retailer Relationships * Warehousing / Logistics / Distribution * Business Planning and Analysis A proven record of success in the beer industry with career advancement from entry level marketer to s...

Objective: Internal Wholesaler Highly motivated, goal - oriented, and results - driven professional, with profound background in finance, including generating new sales ideas and developing short - and long - term financial planning; equipped with comprehensive background in selling equities, mutual funds, fixed - income products, qualified and non-qualified retirement plans, buy - sell agreements, and insurance products.

Areas of expertise include Business Development Sales & Marketing Program / Project Management Financial Planning & Control and Contract / Subcontract Management Start - up experience with a track record of increasing sales and improving profit marSales & Marketing Program / Project Management Financial Planning & Control and Contract / Subcontract Management Start - up experience with a track record of increasing sales and improving profit marsales and improving profit margins.

Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency