Not exact matches
The
lead investor may negotiate better terms, defend against unfair dilution by negotiating
with venture capitalists during follow - on financing, mentor the
company and represent small investors on the board,» says Nick Tommarello, the co-founder and CEO of crowdfunding platform WeFunder, in a letter to the Committee of
Financial Services shared
with Entrepreneur.
A monthly survey, conducted in association
with Markit, a
leading global
financial information
services company, and the Supply Chain Management Association (SCMA), the RBC PMI offers a comprehensive and early indicator of trends in the Canadian manufacturing sector.
The currency called «Bilur» (Basque for «chain») was created by London - based
financial services company R FinTech to compete
with other industry
leading cryptocurrencies like bitcoin.
Chime will also introduce new
services through its open APIs and partnerships
with leading financial companies, so that members can use their Chime account as a connected hub to manage all of their
financial accounts.
SAN FRANCISCO (September 13, 2007)-- Glass Lewis & Co., LLC, a
leading independent research and proxy advisory firm, today announced the launch of the ESG Watch List
Service, a tool that enables Glass Lewis» proxy voting clients to track
companies with environmental, social, or governance (ESG) policies and / or practices that may create operational, performance,
financial, legal, accounting or reputational risks.
Canadian businesses are stepping up to help post-secondary students enter the workforce,
with some of Toronto region's
leading financial services companies announcing an ambitious...
Prudential plc, incorporated and
with its principal place of business in England, and its affiliated
companies constitute one of the world's
leading financial services groups and has been in existence for over 166 years.
Richard Loconte, spokesman for the Department of
Financial Services, said the management
company that ran PRI, the Bonomo -
led Administrators for the Professions, has been replaced
with a new firm, Primma LLC, which will be a wholly owned subsidiary of PRI.
«We work
with our clients to distribute Kindle Fire to their new employees because Kindle Fire allows
companies to distribute information quickly and efficiently so their employees can easily share course materials, reference documents, and their individual notes
with their colleagues,» said Caroline Brant, Director, Learning Solutions at ROI Training, Inc. «Our global clients include
leading technology and
financial services firms and Kindle Fire has proven to make it easier for our employees to stay productive whether at work or at home.»
Joe's work has
led him to consult
with companies in a diverse number of fields such as
financial services, aerospace, retail business, internet and software, direct sales, publishing, entertainment and the federal government.
One of the
leading lender
companies, SoFi, has recently reached a significant milestone in the
financial services industry
with its partner SoftBank Group.
Because we are one of the nation's
leading financial services organizations, we have strong relationships
with the cash advance loans
companies in the industry.
With in - depth brokerage, trading and banking experienced gained by company's founders and its management, EuroOrient Securities and Financial Services Ltd through its brand name — FxPro.com, embodies its core mission: to provide clients with leading edge technology, best execution and exemplary customer serv
With in - depth brokerage, trading and banking experienced gained by
company's founders and its management, EuroOrient Securities and
Financial Services Ltd through its brand name — FxPro.com, embodies its core mission: to provide clients
with leading edge technology, best execution and exemplary customer serv
with leading edge technology, best execution and exemplary customer
service.
With this merger, Wells Fargo emerges as one of the leading top mortgage companies with the best customer services and policies, and a commitment to offer the best bad credit mortgage solutions to meet the rising and increasingly complex financial requirements of its custom
With this merger, Wells Fargo emerges as one of the
leading top mortgage
companies with the best customer services and policies, and a commitment to offer the best bad credit mortgage solutions to meet the rising and increasingly complex financial requirements of its custom
with the best customer
services and policies, and a commitment to offer the best bad credit mortgage solutions to meet the rising and increasingly complex
financial requirements of its customers.
Discover
Financial Services (NYSE: DFS) is a leading credit card issuer and electronic payment services company with one of the most recognized brands in U.S. financial
Financial Services (NYSE: DFS) is a leading credit card issuer and electronic payment services company with one of the most recognized brands in U.S. financial s
Services (NYSE: DFS) is a
leading credit card issuer and electronic payment
services company with one of the most recognized brands in U.S. financial s
services company with one of the most recognized brands in U.S.
financial financial servicesservices.
And many of the
leading innovators in
financial services are software
companies, such as Square, which allows anyone to accept credit card payments
with a mobile phone, and PayPal, which generated more than $ 1 billion in revenue in the second quarter of this year, up 31 % over the previous year.
Capital One is a diversified
financial services company with a
leading online bank that offers a high yield savings account to help your money grow faster.Its online bank has national reach, and is based in Virginia.Capital One offers both high yield checking and high yield savings accounts known as Capital One 360.
Another difference
with Golden
Financial Services, when compared to other debt relief
companies, is that they solidified partnerships
with some of the
leading credit repair businesses in the nation.
Before Golden
Financial Services, Paul worked
with industry
leading Guro George Kokinos, who owned one of the first Non-Profit Consumer Credit Counseling
Companies.
2:15 PM COFFEE BREAK 2:45 PM CAPITAL FOR DECARBONIZING This conversation
with leading U.S.
financial service companies will ask the question: «How do we finance the transition to a low carbon future?»
With 23 years of success
leading the creation and execution of corporate strategies that improved performance and market position of large
financial services companies as well
companies that serve that industry, Domenick speaks to Lawyer Monthly about his journey.
With more states expected to follow New York's lead, Robinson + Cole's Financial Services Cyber-Compliance Team (the CyFi Team) can help assess your company's risks and develop policies, procedures, and programs to comply with these new regulatory requireme
With more states expected to follow New York's
lead, Robinson + Cole's
Financial Services Cyber-Compliance Team (the CyFi Team) can help assess your
company's risks and develop policies, procedures, and programs to comply
with these new regulatory requireme
with these new regulatory requirements.
She has represented some of the world's
leading companies in various industries
with their most challenging legal matters, including
financial services, solar energy, semiconductor, pharmaceutical, healthcare, and self - storage.
As
lead counsel in over 200 federal and state jury trials and numerous administrative proceedings, Peter Anderson helps public
companies, their officers and directors, along
with financial service companies, accounting and law firms and their principals, as they respond to U.S. Securities and Exchange Commission (SEC) enforcement actions, Department of Justice (DOJ) investigations and criminal prosecutions and complex civil litigation.
Counsel to the General Agent and independent agency for a
leading life insurance and
financial services company in connection
with FINRA arbitrated restrictive covenant matter involving alleged non-compete and non-solicitation violations by certain agency producers.
Drawing on more than 15 years of experience in employee benefits, Vanessa works
with some of the nation's
leading companies, including global insurers, airlines and
financial services organizations.
It was purchased by ING Group in September 2000 and is now a member of the ING family of
companies and a completely - owned indirect subsidiary of ING Group N.V. ING Group, a worldwide
financial services company of Dutch origin, is a
leading provider of a broad array of banking, insurance and asset management
services in over 50 countries
with more than 150 years of experience.
Shriram Life Insurance
Company is a joint venture between the Shriram Group
with its headquarters in Chennai and Sanlam which is a
leading financial services group based out of Cape Town, South Africa.
Edelweiss Tokio Life Insurance, India's fastest growing life insurance
company, is a joint venture between Edelweiss
Financial Services, one of India's
leading diversified
Financial Services companies and Tokio Marine Holdings Inc. a global leader
with over 135 years of experience in the insurance business.
Reliance Nippon Life Insurance
Company is a part of Reliance Capital, one of India's
leading private sector
financial services companies and Nippon Life Insurance, also called Nissay,
with 25 % market share is Japan's largest private life insurer
with revenues of Rs. 3,66,198 crore (US$ 55 Billion) and profits of over Rs. 41,380 crores (US$ 6 billion) as of Mar 31, 2016.
SWIFT, the
leading global provider of secure
financial messaging
services, is working
with the
company to create its own SWIFT Smart Oracle, which will allow smart contracts on various networks to make payments, send governance instructions, and release collateral
with more than 11,000 banks.
Bithumb, Upbit Post Monster Profits for 2017 News outlet Seoul Shinmun reports that, per the
Financial Supervisory
Service, South Korea's
leading exchanges posted massive profits, putting them on a par
with the country's biggest tech
companies.
Accutive is a
leading product and
services company with a focus on
financial services and cyber security solutions.
His firm, Wyatt & Jaffe, works
with a select list of
financial services, high - tech and consumer
companies worldwide and has been called one of the 50
leading retained search firms in North America.
A
Leading Medical
Services Company located in Morris County, NJ has the need for a Staff Accountant
with the following responsibilities: ●
Financial statement preparation, General Ledger, account analysis, and month end close ● Review and analysis of mont
Software Development
Lead — Hightower Financial Services, Portland, OR — 5/2012 — Present • Serve as the team lead for group of six developers tasked with updating current corporate programs as well as creating new applications to help improve operations • Meet with ops directors and department managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with executive team • Manage the development of new applications, along with the testing of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by company management (along with team members) for role in developing software solutions that have contributed to net increase of 42 percent in company - wide producti
Lead — Hightower
Financial Services, Portland, OR — 5/2012 — Present • Serve as the team
lead for group of six developers tasked with updating current corporate programs as well as creating new applications to help improve operations • Meet with ops directors and department managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with executive team • Manage the development of new applications, along with the testing of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by company management (along with team members) for role in developing software solutions that have contributed to net increase of 42 percent in company - wide producti
lead for group of six developers tasked
with updating current corporate programs as well as creating new applications to help improve operations • Meet
with ops directors and department managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities for development may be • Coordinate
with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared
with executive team • Manage the development of new applications, along
with the testing of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by
company management (along
with team members) for role in developing software solutions that have contributed to net increase of 42 percent in
company - wide productivity
• 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
Accounts Manager • Deployed numerous cost saving protocols that resulted in a 15 % cost reduction for the benefit of the
company • Managed,
led and motivated a group of eight
financial professionals and managed eleven high budget projects while working together
with my team, that landed successfully in time, exceeding the
financial targets • Provided transactional support for
service allocations to internal and external clients
Graduate Investment Sales Executive -
Financial Sales - # 40k OTE Salary: # 20 - 24k Basic salary with # 40k OTE in the 1st year Start date: ASAP Location: Bank, City of London The Company: A market leading global financial services institution, providing a critical service for its leading Investment B
Financial Sales - # 40k OTE Salary: # 20 - 24k Basic salary
with # 40k OTE in the 1st year Start date: ASAP Location: Bank, City of London The
Company: A market
leading global
financial services institution, providing a critical service for its leading Investment B
financial services institution, providing a critical
service for its
leading Investment Banking...
Our vision is to be the
leading, independently - owned, Canadian
financial services company known for simplicity, being easy to do business
with and having a personal touch.
Graduate Banking Sales Executive - FinTech Sales - # 40k OTE Salary: # 21 - 24k Basic salary
with # 40k OTE in the 1st year Start date: ASAP Location: Bank, City of London The
Company: A market
leading global
financial services institution, providing a Technology solutions for its
leading Investment clients...
Associate Recruitment Consultant: Finance, Life Sciences and IT Associate Trainee Recruitment Consultants Sectors:
Financial Markets, Life Sciences and IT Salary Package: # 23k basic
with uncapped commission... # 45k 1st year OTE, # 75k 2nd year OTE One of the
leading recruitment
companies in
Financial Services...
Dynamic, highly accomplished, and influential Senior Sales Professional
with particular interest and expertise selling enterprise software solutions, SaaS and managed
services solutions, content management and emerging web solutions, and
leading network and asset management tools to Fortune 500
companies, name brand organizations, large legal and
financial institutions, and
leading non-profit organizations.
International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and
financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production
company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee
financial operations including
company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer
service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations
Lead financial growth to $ 14 million in annual revenue
with clients such as Toys R Us, Target, and Amazon
IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator
Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer
service, marketing, sales, and
financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan
with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for
financial banking Institution using crystal reports to reduce the
company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for
financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate
with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties
with positivity, professionalism, and integrity
Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer
service operation for industry
leading corporations Develop extensive experience
with all major medical insurance providers Provide exceptional customer
service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member of Rate Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire, and train staff ensuring understanding of
company brand, policies, and procedures Responsible for $ 100 million per year in
company income and
company record of $ 46 million in one month Oversee
financial management providing best practices and strategic planning Build and strengthen relationships
with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding
company financial health Set and strictly adhere to departmental budgets and project timelines Ensure compliance
with applicable laws and industry regulations Establish and maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer
service, and revenue generation Study internal literature to become an expert on products and
services Represent
company brand
with poise, integrity, and positivity
Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to
company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide
financial assistance program Recognized for excellence as a relator, sales executive, and customer
service specialist Represent
company brand
with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective
leads and existing clients to assist in developing sales strategies 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 Build and strengthen relationships
with key clients, partners, and community leaders Provide exceptional customer
service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer
service activities for multiple
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity 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 internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
financial institutions Oversee
company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent
company brand
with poise, integrity, and positivity 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 internal literature to become an expert on products and
services Conduct research on prospective
leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts
with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate
with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to
company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and po
Services Specialist — Duties & Responsibilities Recruit, train, and direct customer
service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and
services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and po
services Develop and manage varied
financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial portfolios for more than fifty clients Generate record sales of
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective
leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships
with small business clients through effective client
service Encourage high customer retention by maintaining friendly, supportive contact
with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to
company goals Represent
company brand
with poise, integrity, and positivity
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for
leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and
financial statements, and coordinating
with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality
service in sales efforts while utilizing new
lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely
with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues •
Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance
with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all
company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee /
company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate
company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and
financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation