Sentences with phrase «several large financial firms»

Not exact matches

Prior to joining Pure, Joe worked for several years with one of the nation's largest financial planning firms, where he was a financial advisor before becoming a district manager and then Vice President.

The firm served several of the largest financial services companies of the world including asset management, credit card, insurance and lending companies in the areas of investment optimization, target marketing and risk management.

Her 30 years of professional accounting experience includes twelve years for two small local CPA firms in the Dallas - Fort Worth metroplex; seven years in controller positions for several small privately - owned businesses in Dallas, Texas; five years as manager of financial and SEC reporting responsibilities for a small closely - held company in Dallas, Texas; and eight years as manager of financial and SEC reporting responsibilities for a large public filer in Fort Worth, Texas.

The message therefore is clear: Sifter is there as an AI tool that can help law firms (and several are already signing up he notes, including at least one very large Global 50 law firm), but if in the long term, the decision is made to ignore the use of AI, then the corporate and financial clients will take this up and run with it on their own.

I started my career 30 years ago as a personal financial advisor working at several of the largest Investment Banking firms in the world, having been formerly associated with Dean Witter and Smith Barney (both...