Sentences with phrase «senior financial professional»

PROFILE Senior financial professional with extensive experience in accounting and financial operations and management, including cash management and financial forecasting, budgeting, financial modeling, financial statement preparation, variance analysis, internal controls, internal auditing, management of accounting personnel, and internal administration of 401 (k) and ESOP.

As an expert Financial Resume Writer, HCS is here to support you as the CFO or other executive / senior financial professional.

-- Bruce, Senior Financial Professional / Controller

Not exact matches

The Senior $ afe Act will better protect people aged 65 and over from financial exploitation by increasing the likelihood it will be identified by financial services professionals and reported to regulators, Adult Protective Services agencies, and law enforcement authorities.

We have built our reputation for excellence in financial services on the basis of our research platform, our senior professionals, track record of market innovation, and the strength of our execution capabilities.

However, following this offering, the salary and bonus payments to our senior Carlyle professionals, including our named executive officers, will be reflected as compensation expense in our financial statements and we have reflected these amounts in the applicable columns of the Summary Compensation Table below even though they are not recorded as compensation expense in our historical financial statements.

Pursuant to applicable accounting principles, for financial statement reporting purposes we have historically recorded salary and bonus payments to our senior Carlyle professionals, including our named executive officers, as distributions in respect of their equity ownership interests and not as compensation expense.

As an entrepreneur and business owner, training and managing dozens of financial service professionals, David has a proven track record of exceptional investor relations and senior management.

Anya is a 30 - year - old senior sales professional who has been in the top 10 % for the past 5 quarters at a large financial services company.

Our team of senior professionals delivers a wide array of strategic advisory, restructuring and reorganization and fund placement and secondary advisory services to corporations, financial sponsors, institutional investors and governments around the world.

«There is a tremendous opportunity for financial professionals to bridge this education gap about permanent life insurance, particularly for financial professionals who are just beginning to embrace a holistic planning model that addresses all aspects of their client's financial life,» said Jason Wellmann, senior vice president of Life Insurance Sales for Allianz Life.

You'll receive a high level of personal attention from a senior financial advisor, who's a Certified Financial Planner ™ proffinancial advisor, who's a Certified Financial Planner ™ profFinancial Planner ™ professional.

June 13 Alaska Senior $ afe Training presented by the Alaska Division of Banking and Securities to financial professionals in Anchorage from 10 a.m. to 11:30 a.m. at the Atwood Building, 550 W 7th Avenenue, Conference Center Room 102.

Sandy is a Certified Financial Education Instructor who is also a Senior Certified HR Professional.

Shortly after the election, Tony voluntarily served in CCHQ as a senior advisor to the Party Chairman, drawing on his network to bring in professional financial and HR leadership, and drive corporate disciplines into the organisation.

Mackie Research Capital Senior Vice-President and Investment Advisor, Fred Snyder shares his professional insights gained from his experience being a financial advisor.

According to InvestmentNews, medical professionals in 23 states are being asked to monitor senior citizens for signs of financial fraud.

National broker providing life settlements and viatical life insurance settlements to senior policyholders and financial professionals.

A reverse mortgage loan helps provide greater financial security to well over 250,000 seniors in the U.S. Find out why today's savvy financial service professionals utilize reverse mortgages to help retirement - aged clients improve their financial futures.

Brox, a senior financial consultant at Investors Group, says the management fees for mutual funds are worth it for investors who want professional help.

«If a person or family does not have an understanding or does not have time to take care of their finances, seek professional help from a financial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester HillFinancial Advisors in Rochester Hills, Mich..

Historically, many seniors and financial planning professionals have viewed reverse mortgages negatively and considered their use only as a last resort.

As a senior professional on the financial side with a graduate degree and eight professional designations I wanted to bone up on my law background.

During my professional career I have been a senior operations officer, financial executive, consultant or accountant for companies within the franchise, retail, restaurant, hospitality, healthcare, education and service industries.

She has placed general counsel, heads of compliance and other senior legal and compliance professionals with many investment management funds and other financial institutions including: Bain Capital; BlackRock; Cheyne Capital; Credit Suisse; Farallon Capital; Horizon Asset; Jefferies; J.P. Morgan; and Silver Lake Partners.

However, our approach to due diligence in using senior diligence professionals with many years of experience enabled us to work closely with target management and adapt their existing financial and non-financial information to get our client what they needed to invest.

Douglas Connell, the senior partner at the Edinburgh law firm Turcan Connell, welcomed the change saying: «There could be major advantages for local firms throughout Scotland, and indeed the UK, with accountants, solicitors, financial advisers, surveyors and other professionals having the option of coming together to share overheads, whilst adding value to client services and helping to secure their survival through difficult times.»

The junior «brokers» or «analysts» (these terms do not necessarily signify professional qualifications nor registration with a financial regulator) are young, paid on commissions and egged on by more experienced senior brokers.

Financial services regulatory advice — we act for both financial institutions and senior executives of financial institutions, assisting with regulatory investigations, complex issues regarding legal professional privilege, whistleblowing, remuneration structures, the senior managers regime and negotiating exit Financial services regulatory advice — we act for both financial institutions and senior executives of financial institutions, assisting with regulatory investigations, complex issues regarding legal professional privilege, whistleblowing, remuneration structures, the senior managers regime and negotiating exit financial institutions and senior executives of financial institutions, assisting with regulatory investigations, complex issues regarding legal professional privilege, whistleblowing, remuneration structures, the senior managers regime and negotiating exit financial institutions, assisting with regulatory investigations, complex issues regarding legal professional privilege, whistleblowing, remuneration structures, the senior managers regime and negotiating exit packages.

Securities professionals (FINRA - registered financial advisors, supervisors and senior executives; SEC - registered investment advisors; state - registered investment advisors; etc..)

Business development is finding creative ways to work with other companies other than law firms, trust officers, financial advisors, senior housing, other professional associations and trade organizations.

Our Financial Regulation team's key point of difference is the integration of experienced financial regulation lawyers with senior Compliance Professionals specialising in operational governance, risk and regulatory compliance; who remain focused upon supporting firms with the FCA conduct cFinancial Regulation team's key point of difference is the integration of experienced financial regulation lawyers with senior Compliance Professionals specialising in operational governance, risk and regulatory compliance; who remain focused upon supporting firms with the FCA conduct cfinancial regulation lawyers with senior Compliance Professionals specialising in operational governance, risk and regulatory compliance; who remain focused upon supporting firms with the FCA conduct challenge.

Throughout his career he has worked closely with senior leaders in law firms and financial institutions to significantly increase profitability and productivity by building, leading and motivating highly effective teams of professionals.

A clerk now, especially at senior level, has to be a well - rounded business professional, covering a multitude of roles that includes: marketing and business development; key account management; client relationship management; financial management; sales and promotion; practice development and planning; and staff management.

Financial Year is therefore the year in which business people, salaried professionals and senior citizens earn their money while the following year which is AY is the time when the income that has been previously earned gets evaluated.

CSA's Senior Customer Service Representative Dan Castle won a Silver Stevie in the Front - Line Customer Service Professional of the Year — Financial Services Industries category; while Senior Trainer Matt Rhea won a Bronze Stevie in the Back - Office Customer Service Professional of the Year category.

This course is for senior professionals from business, financial services, law, regulators and any other sector who want to «Get a big picture grip on the details».

Alex is an experienced financial markets professional who has held senior leadership roles at Bank of America Merrill Lynch and Goldman Sachs.

Senior - level professional with extensive finance, administration and accounting experience within the insurance and financial services industries.

For instance, you may put «Senior Financial Planning & Analysis Professional», «Global Business Development Executive», or «Entry - Level Marketing Professional», depending upon your level of experience and target role.

In 2009, I was tasked with writing a federal resume for a financial industry professional with 18 years of Wall Street experience as Senior Institutional Block Stock Trader.

Our clients in India include professionals from IT / ITES / Banking Financial Services and Insurance / Manufacturing and Engineeering / Senior Management / C - Level professionals / Entrepreneurs.

Professional Resume Service and Executive Resume Writer servicing clients with the following titles in various fields: Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Information Officer, Chief Technology Officer, Chief Marketing Officer, Chief Medical Officer, Vice-President, Consultant, Senior Vice-President, Director, Manager, General Manager, Business Analyst, Financial Analyst, Analyst, Finance, Accountant, Controller, CPA, Sales, Marketing, Private Equity, Venture Capital, Human Resources, Business Development, (IT) Information Technology, Digital Media, Pharmaceutical Manager, Information Systems, Product Management, Product Manager, Operations, Clinical Affairs, Investment Manager, Investment Officer, Project Director, Project Manager (PMP), Teacher, Principal, Manufacturing, Healthcare, Medical, Government, Office Manager, Executive Assistant.

As an accomplished Senior Level Sales / Operations professional with 10 + years of success leading financial management and sales development in diverse industries, I feel my superior ability to analyze and implement operational process improvements would be an asset to your organization.

This cover letter was written by ResumeMyCareer's staff of professional resume writers, and demonstrates how a cover letter for a Senior Level Financial Advisor Cover Letter Sample should properly be created.

This cover letter was written by ResumeMyCareer's staff of professional resume writers, and demonstrates how a cover letter for a Senior Financial Analyst Cover Letter Sample should properly be created.

A Senior Legal Cashier is a professional cashier who works in the domain of handling financial tasks in legal organizations and courts.

Financial management professional, worked over ten years in financial positions, playing key role in preparing senior management strategic plans, providing financial analysis and leFinancial management professional, worked over ten years in financial positions, playing key role in preparing senior management strategic plans, providing financial analysis and lefinancial positions, playing key role in preparing senior management strategic plans, providing financial analysis and lefinancial analysis and leadership.

Career Profile Senior Financial Manager professional, having over 10 years of experience in managing financial reporting, consolidation and financial analysis process of firms, known for his commitment to achieving high level of accuracy using ethical work standards, as well as strong organizational, analytical and interpersonaFinancial Manager professional, having over 10 years of experience in managing financial reporting, consolidation and financial analysis process of firms, known for his commitment to achieving high level of accuracy using ethical work standards, as well as strong organizational, analytical and interpersonafinancial reporting, consolidation and financial analysis process of firms, known for his commitment to achieving high level of accuracy using ethical work standards, as well as strong organizational, analytical and interpersonafinancial analysis process of firms, known for his commitment to achieving high level of accuracy using ethical work standards, as well as strong organizational, analytical and interpersonal skills.

A senior mortgage underwriter is a financial professional who looks after the complete process of loan application.