Sentences with phrase «teams of professional advisors»

«Our path ahead is to offer goals - based advice, supported by our Chief Investment Office, and delivered by highly - trained teams of professional advisors,» Merrill said in its statement.

Not exact matches

Is your advisor willing to work with or be a part of a team of other professionals, including attorneys, accountants, etc..?

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer.

Mr. Maddox leads the GMR team, which is comprised of highly experienced investment research professionals located around the globe who select and oversee the third - party money managers used throughout Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

A team of professionals with deep expertise and extensive experience in specialized areas that will work with your financial advisor to meet your needs.

Establish a solid team of professionals to help you grow — financial advisor, tax accountant and bookkeeper, lawyer.

RxEAL team, advisor and partner network consists of entrepreneurs, web engineers, blockchain developers, lawyers, marketing specialists and industry professionals with years of experience working together, growing companies to global scale and delivering pioneering products and services.

President's Award Jill Bosich, CEC, CCE, AAC, executive chef / energy - programs advisor, Southern California Gas Company, Downey, Calif.; ACF Orange Empire Chefs & Professional Cooks Association, for her work as manager of ACF Culinary Regional Team USA.

And each has a team of professional investment advisors to help with management and investment policies.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Let our acclaimed team of career advisors & professional resume writers help you land that job or promotion.

With a team of dedicated Reverse Mortgage Professionals who go through a comprehensive American Advisors Group Loan Officer training program and licensing process, and must pass federal and state tests to earn their licenses, you have a powerfully knowledgeable professional working with you.

That's why it's important for us to work as a team with your advisors, sharing knowledge and making the most of these professional resources.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Not only do our family and divorce specialists have the expertise to answer these questions, we have the support of our colleagues in our agricultural, corporate and trust and tax teams for specialist input, and we can call on an extensive network of professional advisors (such as land and agricultural valuers and accountants) who we have worked with in previous farming cases.

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For example, a retail store may need insurance to cover a large inventory, risks to the premises and workers compensation, whereas a team of financial advisors may be more interested in professional liability coverage and insurance to cover office premises.

We have a dedicated team of Financial Services Board (FSB) approved Financial Advisors, Financial Planners, Certified Financial Planner ® (CFP) professionals and investment, retirement and insurance brokers.

Edelweiss Tokio Life Insurance has engaged a team of professional Personal Finance Advisors (PFAs) who are trained to adopt the customer centric selling model and recommend products only after understanding and analyzing customer needs.

XWIN CryptoBet is made up of a team of professional founders and advisors with vast experience in both business and sports.

SportyFi has assembled an amazing team of professional, world - class athletes to serve as advisors to the upcoming blockchain - based, decentralized sports ecosystem.

If you would like assistance with these professional documents, executive interview techniques or career strategy, BlueSteps has a team of world - class executive career advisors ready to partner with you for your career success.

The role: Recruiting professionals from operational team leader level to director / exec level and all inbetween Over time and in line with new client wins, this role will grow significantly with the ultimate aim being for the successful candidate to managing a team of internal recruitment consultants based in locations across Europe You will lead key projects such as new site openings as per client wins and demand You will adapt current recruitment processes to suit the markets in which you will be working You will deal with agency relationships and ultimately ensure delivery across multiple site This role will report into stakeholders based offshore and so will involve regular travel The successful candidate will: Have come from a BPO call centre background Have demonstrable and extensive experience of recruiting for a large BPO client from advisor to director level Be comfortable and able to communicate effectively with senior stakeholders across the business Thrive in an ever - changing and busy position where adaptability is key European experience is preferable though not essential For more information please apply or contact Amy at CCA recruitment.

Our professional team of career advisors will proofread your work and guarantee that it's in exactly the right state to submit to your future bosses.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

The team is growing and seeking an administrative professional who will take advantage of career... Supporting 4 - 5 Financial Advisors.?

Our team consists of Certified Professional Resume Writers and Career Coaches who have had direct work experience as University Career Advisors, Recruiters, Educators, and Leaders from Fortune 500 companies!

PROFESSIONAL SUMMARY * 12 years of vast experience in Agile methodologies, Waterfall methodologies, Resource Management, Team Building, Technical Project Manager, Application Support, Production Support, Technical System Analysis and Evaluation, Senior Technical Business Analyst, Rules Architect, Rules Analyst, Blaze Advisor with Dot net Version, Blaze advisor with Java Version, iLOG Jrules ILOG with Dotnet version and BRMS...

Maxine is a driven professional who has experience of co-ordinating and developing a team of health and safety advisors across a business to ensure best practise, efficiency and zero accidents.

Office Manager — Duties & Responsibilities Manage office operations for a variety of businesses and not for profit institutions Serve as trusted advisor to senior leadership and member of various advisory committees Train and supervise large staffs ensuring they understand the brand and adhere to corporate protocols Build and strengthen professional relationships with clients, partners, vendors, and senior leadership Set and strictly enforce departmental budgets and project timelines ensuring efficient operations Create and oversee various fundraisers including all logistics, staffing, and marketing Design and implement employee development curriculum enhancing team morale and skill sets Perform human resource functions including recruitment, discipline, termination, and benefit administration Represent the company at public speaking engagements building community respect and goodwill Responsible for material procurement valued in excess of $ 10 million and an additional $ 20 million in inventory Reduce yearly operational costs by more than $ 1 million through effective management techniques Negotiate and administer contracts with vendors and partners ensuring favorable and profitable conditions Oversee all corporate hardware and software purchases, database management, and other IT functions Assist with marketing, sales, and customer service initiatives resulting in significant revenue gains Maintained accurate and secure client records, sales reports, and other pertinent data Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England 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 Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

They require an individual with strong customer service skills and an excellent telephone manner to join a team of professional business advisors.

Mental health professionals and financial advisors - whose advice is often needed but usually provided from the sidelines, if at all - can become part of the lawyer - client team, attend «four - way» meetings, and help participants address issues from a more holistic perspective.

A team of advisors that can include attorneys, financial specialists, and mental health professionals work with the couple to achieve fair and workable settlements that keep the best interests of the entire family in mind.

While I am an essential part of the team, I encourage my clients to collaborate with my network of trusted professionals, including family therapists, financial advisors, realtors, and business experts, to assist them as they actively create optimistic futures for themselves.

Instead of being a process as originally envisioned (and as this author originally was trained) in which clients choose «no - court» lawyers (usually for their divorces) and then, if needed, mutually hire various other kinds of professionals (such as property appraisers, tax experts, pension advisors, educational experts, child development or parenting specialists), these newly reconstituted collaborative law groups posit that collaborative law can and should be viewed as a «therapeutic jurisprudence» team approach in which divorce emotional and relationship issues are assumed to be addressed along with the legal issues.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Members of the aforementioned team include neutral professionals, such as child specialists and financial advisors, who work with spouses and their lawyers to address key issues.

Realty Advisors form teams of professionals centered around delivering successful home ownership.

The sophisticated Investor will always have a good team of experienced professional advisors, including legal, tax, and financial advisors, along with a knowledgeable broker and professional, experienced, institutional Qualified Intermediary, also referred to in the real estate industry as the 1031 Exchange Accommodator or 1031 Exchange Facilitator, and an Exchange Accommodation Titleholder, with significant technical experience in tax - deferred like - kind Exchange transactions such as Exeter Reverse 1031 Exchange Services, LLC.

All Safeguard retirement plans come with ongoing access to our team of accessible, professional advisors.

He has been active as a real estate consultant and valuation professional since 2003 and leads a team of valuation professionals in NPV Advisors» Newport Beach office.

For this reason, in most cases, a team of professionals, including a workout advisor, tax professional and legal counsel, should be consulted to help understand the objectives and likely resolution strategies of the special servicer and to develop an action plan that protects and preserves the valuable indemnification rights and financial interest of the debtor and equity holders.

With a team of dedicated Reverse Mortgage Professionals who go through a comprehensive American Advisors Group Loan Officer training program and licensing process, and must pass federal and state tests to earn their licenses, you have a powerfully knowledgeable professional working with you.