Sentences with phrase «with licensed financial professionals»

WealthSimple, for instance, is primarily a robo - advisor, but also offers unlimited calls with licensed financial professionals.

Always consult with a licensed financial professional prior to making any moves that could impact your credit history or financial solvency.

Not exact matches

Running an eye down the list of local authority staff with powers of entry, we find three licensing officials in Barnet; 19 staff empowered to deal with noise and pollution in Islington; 22 trading standards bods in Buckinghamshire; one accredited financial investigator in Norfolk; a contaminated land officer in Blackpool; 31 mental health professionals in Cornwall; and about 19,000 others lurking elsewhere.

With Shell Retirement, Trust & Investment Services your financial advisor is a fully registered, licensed and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and security for life.

The Financial Services Commission of Ontario will only give the license to professionals with an Ontario address and those serving in a licensed brokerage.

Jonathan Fuller is licensed with the Department of Financial and Professional Regulation.

Mr. McPherson's professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6 and 7 registrations with FINRA (Financial Industry Regulatory Authority) formerly the NASD.

If you're thinking of seeing a financial adviser, look for a qualified and licensed professional that has the appropriate experience to help you, and only deal with someone you feel comfortable with.

It may take time to understand the different home loans and which one is right for your financial situation; that's why it's important to work with a licensed loan professional who can walk you through your various options.

If the Illinois Department of Financial and Professional Regulation doesn't file a formal complaint against your license with this issue, they will most likely send you a «notice of disciplinary conference» to meet with a board member from your designated license.

With the financial strength of more than $ 700 million in assets and an A-Excellent rating from A.M. Best, Vantis Life is sold by licensed representatives at financial institutions and through a professional, licensed direct sales force in the East Hartford, Connecticut headquarters.

With the financial strength of more than $ 650 million in assets and an A-Excellent rating from A.M. Best, Vantis Life is sold nationally by licensed representatives at financial institutions, as well as through a professional, licensed direct sales force in the Windsor, Connecticut headquarters.

With the financial strength of more than $ 700 million in assets and an «A-Excellent» rating from A.M. Best, Vantis Life is sold by licensed representatives at financial institutions and through a professional, licensed direct sales force in the Company's Windsor, Connecticut headquarters.

Sugar Exchange (SGR), the brand new cryptocurrency exchange that is due out the first half of this year, has announced a new software licensing agreement with Modulus Global, a market - leading provider of financial technology products and services for professional traders, hedge funds, brokerages, and financial institutions.

QUALIFICATIONS SUMMARY Empowered Licensed Attorney, Financial Accounting & Management Professional with diverse and vast experience in Fortune 500 companies.

Human Resource Manager — Duties & Responsibilities Direct human resource operations and support staff ensuring efficient and effective operations Responsible for benefit administration including employee leave, 401 (k)'s, and insurance Oversee payroll, departmental budgets, accounts payable, and accounts receivable Recruit, interview, and hire new employees with input from senior leadership Conduct staff orientation regarding acceptable attire, company brand, policies, and employment law Implement professional development program to enhance team skill sets and employee value Oversee employee recognition program to highlight notable achievements and boost team morale Review employee performance and recommend promotion or disciplinary action as appropriate Resolve disputes between staff members in a fair, professional, and timely manner Ensure company compliance will all applicable employment law and industry best practices Negotiate and confirm contracts with vendors, partners, employees, and clients Create and present financial reports and purchasing proposals to senior management Build and strengthen long term relationships with clients, vendors, and community leaders Direct purchasing and licensing of information technology equipment and software Assist students and families with financial aid application process Provide additional administrative support including data entry, phones, and customer service Utilize proficiencies in English and Spanish to effectively serve clients of varied backgrounds Perform all duties in a positive, professional, and courteous manner

Professional Experience United Media — a division of E.W. Scripps (New York, NY) 1988 — 2011 SVP / General Manager — Syndication & Web (2002 — Present) • Outline financial and strategic direction of business operations, directing all aspects of syndication division including sales, editorial, web, customer service, administration and production • Identify, develop and launch unique, valuable IP created by artists, writers and producers, including Dilbert and Big Nate • Negotiate client, talent, licensing and vendor agreements, working closely with in - house and external legal teams • Develop pricing strategies, competitor and market analysis, marketing and business plans for over 200 properties • Manage key talent relationships with IP including Charles Schulz / Peanuts, Scott Adams / Dilbert and Gemstar • Oversee and direct content for first and largest consumer - facing website in industry, comics.com, developing subscription and ad - based models and creating new features including e-commerce, widgets, RSS feeds and animations • Increase revenues, manage expenses, streamline workflows and create team environment to increase productivity, consistently exceeding profitability goals within a declining market segment

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

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

Professional Profile Self - motivated, licensed financial planning executive with more than 20 years of education and industry experience.

The Collaborative Divorce Institute of Tampa Bay is responding to this demand, and it is co-sponsoring, along with the Tampa Bay Collaborative Divorce Group, training in Tampa for family law attorneys, licensed mental health professionals, and licensed financial professionals.

Collaborative Divorce (aka Collaborative Law or Collaborative Practice) is a «no - court - client - centered» dispute resolution process that separating spouses can use with the help of specially trained and licensed legal, mental health and financial professionals.

Now practiced in at least 25 countries, collaborative divorce (aka collaborative law or collaborative practice) is a «no - court - client - centered» dispute resolution process that separating spouses can use with the help of professionals (licensed legal, mental health and financial professionals) trained in collaborative law and mediation.

Coaches are specially trained licensed mental health practitioners who work on multidisciplinary teams with family law professionals, including Attorneys, Financial Specialists, vocational specialists, and others.

A neutral licensed mental health professional (called a Coach) works with the parties on the emotional and psychological divorce that is present in every divorce along with the legal / financial divorce.

As described more fully below, the collaborative process is uniquely suited to provide support to the divorcing couple from licensed mental health professionals with special training in collaborative divorce, as well as financial consultants with specific training in both the collaborative process and the finances of divorce.

For licensed real estate agents, financial planners and mortgage professionals, Homazooma says it represents the opportunity to connect with — and impress — potential clients in a neutral, permission - based context.

The information should not be seen as financial advice and you should consult with a licensed mortgage professional, prior to taking any action.

Renters Warehouse recommends working with a licensed tax professional and certified financial advisor to help you analyze the financial implications of real estate investment.

This 8 hour course has been designed to meet your complete continuing education requirement to renew your Mortgage Loan Originator License with the Illinois Department of Financial and Professional Regulation and the NMLS.