Sentences with phrase «small financial services firms»

Included among these providers are some trust companies and specialized small financial services firms commonly called family offices.
Instead of leveraging the MBA to make one or even two career changes — such as securing a promotion or moving from a small financial services firm to Morgan Stanley (MS)-- triple jumpers shake up three variables all at once: country, job function, and industry — and they do all of this in a highly compressed timeframe.
Hensley owns and operates a small financial services firm in Avon that bears his name, and he said he tries very hard to do business with locally owned companies, such as the Mitchell Auto Group.

Not exact matches

A recent survey by financial - services firm Grant Thornton found that 73 % of community bankers reported that serving the small - business market was essential to their growth strategies.
The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
Hamburger says these lawsuits mark «the beginning of a trend» that starts with suits against large plan sponsors and large financial services firms — which, in the case of New York Life and Morgan Stanley, are one and the same — then spreads to smaller sponsors and smaller financial firms.
«The biggest problem is that revenues of the great majority of small businesses have gone down from between 10 percent and 70 percent,» said George Cloutier, founder of American Management Services, an Orlando, Fla., consulting firm that specializes in financial turnarounds for small and midsize companies.
Ontario's Williamson Group — a financial services firm with roughly 65 employees — has taken several small, relatively low - cost steps to ensure that their workers are happy and healthy without risking the bottom line.
Do you want a firm small enough to react quickly and responsively to your needs, yet large enough to provide in - depth investment and financial services?
Mobile financial services firm Vipera has announced the launch of SME Pay, a solution to help small businesses (SMBs) manage company spend,...
Through their roles there, they recognized an opportunity for a smaller company to provide a full service financial firm that specialized in the tax credit and community development industry.
It is critical to companies from the largest financial services firm to the smallest sole trader to protect their data, and allow them to conduct transactions in as safe a manner as possible.
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«Some of the banks serve small clients incredibly well by helping them set up automatic withdrawals from their paycheque, getting them into good mutual funds, and getting them started on accumulating some wealth,» says Tessa Wilmott, a financial services consultant with Market Logics Inc., a Toronto - based market research and consulting firm.
Executive Vice President and General Manager of Small Business Group, Intuit, Inc. (financial software and services firm for consumers and small businesses)(Dec. 2008 - Small Business Group, Intuit, Inc. (financial software and services firm for consumers and small businesses)(Dec. 2008 - small businesses)(Dec. 2008 - Sept.
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That means that issuers are battling over a relatively small number of customers, says Ron Shevlin, a financial services analyst with Aite Group, a research and advisory firm.
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Andriessen, whose firm provides collection services for all amounts of money, tells AdvocateDaily.com the current climate has small business owners realizing they are ultimately the ones who have to take control of their financial future.
U.S. tort costs rose just 0.5 percent in 2005, much lower than the 2004 growth rate of 5.7 percent and the smallest increase in tort costs since 1997, concludes the 2006 Update on U.S. Tort Cost Trends, a study conducted by the insurance and financial services consulting firm Tillinghast.
I would bet you that the total cost of the higher costs of legal services brought about by cartelization plus the costs of dealing with giant firm financial defalcations would dwarf the total cost of the small firm misappropriations that happen in our non-ABS world.
Due to the changing landscape of legal services, small to medium sized law firms need to consistently update their financial management processes.
Lawyers who focus on this practice area include private practitioners in law firms who represent financial services entities and in - house counsel in both large and small companies.
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Colleen is currently Treasurer of the Solo and Small Firm Practice Management Section of the Connecticut Bar Association; and serves on the Banking and Financial Services Review Committee.
They were initially interested in marketing the full - service firm, although with such a small budget, significant financial gains were unlikely.
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The firm is a leader in investment banking, financial services for consumers and small business... SVP (Senior VP) preferred • Proven PC skills, highly proficient in all Microsoft Office...
Data analysts can work in large companies such as «big four» consultancies or financial services firms, or consumer retail firms, small and medium sized businesses such as marketing agencies, or the public sector.
Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms.
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The Bureau received over 2,800 comments on the TILA - RESPA proposal during the comment period from, among others, consumer advocacy groups; national, State, and regional industry trade associations; banks; community banks; credit unions; financial companies; mortgage brokers; title insurance underwriters; title insurance agents and companies; settlement agents; escrow agents; law firms; document software companies; loan origination software companies; appraisal management companies; appraisers; State housing finance authorities, counseling associations, and intermediaries; State attorneys general; associations of State financial services regulators; State bar associations; government sponsored enterprises (GSEs); a member of the U.S. Congress; the Committee on Small Business of the U.S. House of Representatives; Federal agencies, including the staff of the Bureau of Consumer Protection, the Bureau of Economics, and the Office of Policy Planning of the Federal Trade Commission (FTC staff), and the Office of Advocacy of the Small Business Administration (SBA); and individual consumers and academics.
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