Sentences with phrase «worked as a financial adviser»

Ryan works as a financial adviser at Janney Montgomery Scott LLC, a Garden City firm, and holds a master's degree in gerontology.

Not exact matches

Lee - Chin, a civil engineer by trade, landed a job as a financial adviser in 1977 after struggling to find work in his field.

William worked as a Senior Financial Consultant for a Fortune 500 bank before he started his own independent practice as a financialFinancial Consultant for a Fortune 500 bank before he started his own independent practice as a financialfinancial adviser.

«Companies need to make tracking cash flow a priority, and cash flow projections are a big part of that,» said Harris, who works as a strategic adviser and financial consultant to many small businesses.

As always, work with your accountant or financial adviser to ensure you're making the best choice for your future.

As an adviser who has worked with hundreds of families, I've seen great things happen when folks plan their financial lives with their end zone in mind.

Teachers as a group have better savings habits and are more likely to work with financial advisers than the general population, according to a recent study.

As the baby boom generation continues to transition into retirement, financial advisers are facing the increasingly common challenge of clients who become overly conservative with their investments once they stop working.

As an electrician, having a work van and tools is one thing, but you'll probably need extra help like an accountant, a financial adviser or business mentor to help your business succeed.

You should talk to a financial adviser before deciding whether or not a permanent life insurance policy is the right path, but if you've already maxed out other investment options like an IRA, life insurance might work as an additional vehicle.

Brokers have a different relationship to other financial and professional advisers as they are, more often than not, paid for their work by commission from the lender.

The sale was run as an auction process and Stephenson Harwood worked closely with Meggitt and its financial advisers Stephens Europe to achieve a successful outcome.

The deal is expected to close before the end of this year in December; DLA Piper, who worked together with global counsel Herzog Fox & Neeman to advise Citi (sole financial adviser) on its provision of financial advice to Aristocrat Leisure, had described it as «likely to be one of the largest deals of its kind within the Israeli market.»

The Corporate and M&A team works closely with the Firm's non-transactional practices (e.g. antitrust and competition, compliance, intellectual property, real estate and tax) to serve as a one - stop shop for all types of M&A, joint ventures, reorganizations and other transactions for the world's biggest corporations and their financial advisers, as well as local companies.

The pool of competent experts in financial sector litigation is surprisingly small and law firms looking for expert witnesses or advisers face a number of challenges: • Identifying the right expert in a specialised discipline • Developing a short list of suitable candidates on a discreet basis • Avoiding individual experts «shoe - horning» themselves into roles for which they are not properly equipped • Assessing individuals» strengths and weaknesses and prior track records Our experience - as experts ourselves and from working with our associates over an extended period - normally enables us to propose one or more candidates whom we consider the best equipped to address specific issues on which expert evidence is required.

Having the opportunity to act as an adviser to JBIC's senior management on many of their high profile energy related transactions, plus acting as the adviser to establish and implement on behalf of the Japanese Ministry of Finance and JBIC — the Japan Carbon Finance Ltd (a new financial institution) and also being the first female foreigner to ever work directly as an adviser within JBIC during my time in Tokyo — created an important milestone in my career.

We have a particular interest as a firm in this sector, and our experienced banking team, led by Avril McCammon and Julie Huddleston, were able to work alongside Bank of Ireland, the advisers acting for the company, and the Business Growth Fund, to reach financial close in a timely manner.

You should talk to a financial adviser before deciding whether or not a permanent life insurance policy is the right path, but if you've already maxed out other investment options like an IRA, life insurance might work as an additional vehicle.

Client Associates work alongside financial advisers and are involved in a variety of tasks, such as giving quotes, assisting customers, updating records, developing portfolios, researching investment trades, handling financial securities and preparing various financial forms.

When you work in the finance field as a personal adviser, you can create a substantial income while helping others to realize their financial goals as well.

Our High Wycombe mediation service receives referrals from a number of sources and works closely with other organisations including family solicitors, contact centres and financial experts such as financial advisers and accountants.

Our High Wycombe mediation service receives referrals from a number of sources and works closely with other organisations including family solicitors, Children Contact Centres and financial experts such as financial advisers and accountants.