div class="statcounter"a title="web analytics" href="

Size: px
Start display at page:

Download "div class="statcounter"a title="web analytics" href=""

Transcription

1 div class="statcounter"a title="web analytics" href=" class="statcounter" src=" alt="web analytics" //a/divdiv class="statcounter"a title="web analytics" href=" class="statcounter" src=" alt="web analytics" //a/div If you already have a Bank of America Merchant Services account, please call or your business consultant. Merchant Services are provided by Bank of America, N.A. and its representative Banc of America Merchant Services, LLC. Banc of America Merchant Services, LLC is not a bank, does not offer bank deposits and its services are not guaranteed or insured by the FDIC or any other governmental agency. Learn more about Bank of America Merchant Services and its offerings Bank of America Corporation. All rights reserved. Already have a POS device? We get it. Small business owners watch the bottom line and avoid unnecessary expenses. That's just good business sense. We'll work with you to determine if your device can be used with our card processing services. If it won't work, we'll recommend a POS solution to meet your needs. Getting up and running is easier than you think! Banc of America Merchant Services, LLC. All rights reserved. All trademarks, service marks and trade names referenced in this material are the property of and licensed by their respective owners. Questions? Search for answers or connect with our support team via phone, chat or a simple form for answers. Bank of America Merchant Services for small business. Yes, but I'd like to learn more about other options. Banc of America Merchant Services, LLC. All rights reserved. All trademarks, service marks and trade names referenced in this material are the property of and licensed by their respective owners. Switching credit card payment processors? Whether you're unhappy with your current payment processor or just want a second opinion, our experienced and knowledgeable Business Consultants can help. Good for you if: you want to accept payments online or via an app. Bank of America, N.A. Member FDIC. Equal Housing Lender new window. Delivering customized ecommerce, security and payment solutions for big business. Questions? Search for answers or connect with our support team via phone, chat

2 or a simple form for answers. Delivering customized ecommerce, security and payment solutions for big business. Helping you save on fees There is no monthly fee on your Bank of America Business Advantage Checking account when you also have an active Merchant Services account. Good for you if: you need a comprehensive countertop solution that integrates management and payments. Learn more about Bank of America Merchant Services. Merchant Services are provided by Bank of America, N.A. and its representative Banc of America Merchant Services, LLC. Banc of America Merchant Services, LLC is not a bank, does not offer bank deposits and its services are not guaranteed or insured by the FDIC or any other governmental agency. Before moving to Japan in 2012, Tynan was the Chief Operating Officer of Citi's Transaction Services (CTS) business globally. CTS provides cash management, trade finance services, and securities custody and fund services in over 100 countries. As COO he was responsible for driving operational effectiveness across all functional areas including Operations, Technology, Risk and Control, Compliance, HR and Finance. Advanced security tools TransArmor Data Protection is the ultimate protection against card data theft. Dual layers of security encryption and tokenization assure that when a transaction is made with your POS device, the cardholder's full card number never enters your environment. JoAnn P. Carlton serves as the General Counsel and Corporate Secretary for Bank of America Merchant Services. She is responsible for managing legal risks and the contracts with customers, vendors and other third parties for the corporation.? Specially negotiated discount rates for Jewish Community Centers. Global growth is a universal challenge. Working with Bank of America Merchant Services, a trusted ecommerce and payments leader, can help your business achieve its goals. Together with BofA Merrill Lynch Merchant Services, you can reduce complexity and improve cash flow. Delivering customized ecommerce, security and payment solutions for big business. Bank of America Merchant Services for small business. Nicolas Chater serves as chief financial and administrative officer for Bank of America Merchant Services. In this role, Chater is responsible for the company's accounting, treasury, tax and financial planning operations. He also oversees the project management office, client support organization and supply chain management. Working with a trusted payments and ecommerce leader can help your business achieve its goals. Bank of America Merchant Services serves clients in the

3 United States and Canada; and serves Europe clients through our affiliate BofA Merrill Lynch Merchant Services. We help them effectively manage and grow their businesses by enabling them to deliver outstanding commerce experiences for their customers.? Ease of mind Even in the busiest of times, our processing platforms are up approximately 99.99% of the time. Bank of America Merchant Services for small business. Chater joined Bank of America Merchant Services in 2014, following five years as senior vice president of vendor management with JP Morgan Chase. He previously served as CEO of Worcester Consulting LLC, a financial and strategic consulting group, and CFO of Tri S Security, a provider of security services for government entities. Prior to these roles, Chater was CFO of HomeBanc Mortgage. Per The Nilson Report, March 2018, Issue #1127, and Bank of America Merchant Services data, June Tynan began his career with IBM in Over a 20-year period, he held various executive leadership roles in sales and marketing, sales operations, customer service, product market development, and client relationship management th Avenue New York, NY (212) We lead and connect the JCC Movement, advancing and enriching North American Jewish life. Prior to joining CTS in 2008, Tynan was the Global Head of Citi Business Services (CBS), a shared services group providing Payment Services, Procurement, General Services, Employee HR Services, AML Operations, and Financial Reporting Operations across Citigroup worldwide. Tynan joined Citigroup in 2001 as the COO for CBS, later becoming the Global Head in Learn more about Bank of America Merchant Services and its offerings. Questions? Search for answers or connect with our support team via phone, chat or a simple form for answers. Questions? Search for answers or connect with our support team via phone, chat or a simple form for answers. Tynan is the current Chairman and President of the Board of Directors of the Electronic Transactions Association (ETA), the leading trade association for the payments industry. We process 16.6 billion transactions at more than 705,000 merchant locations throughout the U.S., Canada and Europe, guiding businesses from the Fortune 50 to neighborhood establishments through the evolving world of payments. 1. Previously, Tynan was Managing Director and the Regional Head of the Transaction Services Division for Citigroup in Japan. He spent two years in Tokyo responsible for Citi's Treasury and Trade Solutions, as well as Securities and Fund Services businesses. He was also an Executive Officer and a member

4 of the Management Committee of Citibank Japan Ltd. We're focused on serving our clients to help them live their financial lives. Bank of America Tagline: Community / Better Connected Life / Better Connected. and representative offices in United Arab Emirates, Bangladesh, Malaysia and Indonesia. The company's UK subsidiary has also established branches in Belgium and Germany. [9]. Intuit currently has an " A+ " rating with the Better Business Bureau and has been accredited since The company has received 1,471 complaints in the past three years, and approximately 76% of these complaints were filed regarding product or billing issues. Intuit has successfully resolved 532 of the overall complaints, although it's unclear how many are related to the company's merchant services products. I do have to admit that customer service is a little on the complicated side if you're doing anything but asking a question. If you need technical support, be prepared to spend at least a couple of hours on the phone. Enterprise Risk teams who work collaboratively across the company to establish companywide risk management policies, standards and programs; and who also monitor and report on systematic and emerging risk issues. Companies in Corporate Governance in the 14th The Institute of Company Secretaries of India National Awards for Corporate Governance. They were honoured by Arun Jaitley. [71]. SUPER: Ann Peterson / Bank of America Employee / US Army Veteran. See how we're helping service members and veterans make the transition to civilian life. Before computers, banks had to manually process paper checks. In the late 1940s and early 1950s, it took a huge Bank of America workforce and countless hours to process millions of checks per month and more than a billion per year. To solve this bottleneck, Bank of America created the first computer to be used in banking, the electronic recording machine for accounting. This, together with the development of magnetic-ink character recognition, revolutionized the industry across the globe. In 1987, ICICI Ltd along with UTI set up CRISIL as India's first professional credit rating agency. [26]. View Partnering Locally content for Greater Los Angeles, CA. FEMALE VOICE 3: A woman who has financial independence or economic independence has a voice. She has options, she has choices, and most women are very, very passionate about helping others. On screen copy: Since 2004, through our Neighborhood Builders program, we've partnered with nearly 1,000 nonprofits and 2,000 nonprofit leaders, investing more than $220 million in communities to

5 advance economic and social progress. VIDEO: See Charlotte Market President Charles Bowman discuss local responsible growth efforts. Explore technology's growing role in the homebuying journey for Charlotte residents. There's a lot of challenges in the neighborhood, but there's also a lot of pride, and so when we look at problems that we have in this corridor or in other places, there's an optimism that we can work through those. The country's first banking department by and for women in San Francisco allowed women to manage their finances independently. Leave Your Review for Intuit Merchant Services Below. Investing in our employees at home and in the workplace so they can better serve our clients. Spotlight on Neighborhood Builders: Dallas, Charlotte and Chicago. IN THE NEWS: Bank of America executive discusses the importance of civil discourse around Vietnam. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Gwen G. Cohen. Wealth Management in Service of Life s Goals

Gwen G. Cohen. Wealth Management in Service of Life s Goals Gwen G. Cohen Wealth Management in Service of Life s Goals 70 West Madison Street Suite 5450, Chicago, Illinois 60602 312-443-6527 / Main 800-575-5601 / Toll-Free 312-443-6300 / fax fa.morganstanleyindividual.com/gwen.cohen

More information

Vantiv, now Worldpay Investor Relations

Vantiv, now Worldpay Investor Relations Vantiv, now Worldpay Investor Relations Connecting to financial markets Conversing with investors and shareholders Executive Officers Charles Drucker Executive Chairman and Co-Chief Executive Officer Charles

More information

Course Name: Financial Executives Roundtable

Course Name: Financial Executives Roundtable Course Name: Financial Executives Roundtable Speakers: Beth Bull, Communities Foundation of Texas David Chavenson, Alon USA Energy Company Loren Greaves, The Rosewood Corporation Paul Willey (Moderator),

More information

Visa Inc Investor Day Speaker Biographies

Visa Inc Investor Day Speaker Biographies Visa Inc. 2017 Investor Day Speaker Biographies Alfred F. Kelly, Jr. Chief Executive Officer Al Kelly is Chief Executive Officer of Visa Inc. Prior to joining Visa, Mr. Kelly was President and Chief Executive

More information

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust WHY THE WOOD GROUP The Culture of Family is in Our DNA Our Team was formed to provide our Clients and their Families with

More information

Executive Compensation Strategic Overview

Executive Compensation Strategic Overview August 2009 Executive Compensation Strategic Overview Pacific Northwest Group at Morgan Stanley Smith Barney a corporate client group of Morgan Stanley Smith Barney Eric Flaten Paul Jackson Executive Compensation

More information

Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company

Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company FOR IMMEDIATE RELEASE FOR MORE INFORMATION CONTACT: August 2, 2017 Ty Mays @ (770) 256-8710 tmays@paragoncommunications.net Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company

More information

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial Dean A. Connor President & Chief Executive Officer, Sun Life Financial Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company

More information

The Haas Group at Morgan Stanley Smith Barney

The Haas Group at Morgan Stanley Smith Barney The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main

More information

WINDSOR FAMILY CREDIT UNION (WFCU) PRESIDENT AND CEO, MARTIN J. KOMSA APPOINTED TO LASALLE POLICE SERVICES BOARD

WINDSOR FAMILY CREDIT UNION (WFCU) PRESIDENT AND CEO, MARTIN J. KOMSA APPOINTED TO LASALLE POLICE SERVICES BOARD News Release May 1, 2014 Corporate Office 3000 Marentette Avenue Windsor, ON N8X 4G2 p. 519.974.3100 f. 519.974.9098 For Release WINDSOR FAMILY CREDIT UNION (WFCU) PRESIDENT AND CEO, MARTIN J. KOMSA APPOINTED

More information

Huffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies

Huffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies Huffman - Weber Group at Morgan Stanley Smith Barney Success on your Terms Personalized Financial Strategies 700 Corporate Park Drive Suite 500, Clayton, MO 63105 314-889-9802 / MAIN 866-646-4644 / TOLL-FREE

More information

The Susquehanna Group at Smith Barney

The Susquehanna Group at Smith Barney smithbarney.com The Susquehanna Group at Smith Barney built upon innovative and personalized financial strategies our mission The Susquehanna Group at Smith Barney is dedicated to providing customized

More information

Viking Advisory Group. Company Presentation September 2011

Viking Advisory Group. Company Presentation September 2011 Viking Advisory Group Company Presentation September 2011 Viking Advisory Group Mission To offer value added, high quality services within the disciplines of financial management, accounting, legal, insurance,

More information

Creating a Competitive Advantage for REITs

Creating a Competitive Advantage for REITs Creating a Competitive Advantage for REITs GEMMA BURGESS Managing Director, Ferguson Partners RADHIKA PAPANDREOU Managing Director, Ferguson Partners CREATING A COMPETITIVE ADVANTAGE FOR REITS Like all

More information

ENHANCING OUR GOVERNANCE

ENHANCING OUR GOVERNANCE ENHANCING OUR GOVERNANCE 8 June 2018 In recent weeks, we have been talking to a number of our clients about AMP Capital s culture and our welldeveloped governance structures, systems and processes. We

More information

The Difference Between Me and We : Tips for Raising Generous Kids

The Difference Between Me and We : Tips for Raising Generous Kids The Difference Between Me and We : Tips for Raising Generous Kids With Stacy Allred Head of the Center for Family Wealth, Merrill Lynch Wealth Management And Nina Easton Journalst and Chair, Fortune Most

More information

DBS GROUP HOLDINGS LTD. 15 th Annual General Meeting & Extraordinary General Meeting. 28 April 2014

DBS GROUP HOLDINGS LTD. 15 th Annual General Meeting & Extraordinary General Meeting. 28 April 2014 DBS GROUP HOLDINGS LTD 15 th Annual General Meeting & Extraordinary General Meeting 28 April 2014 1 Creating Shared Value Piyush Gupta, Chief Executive Officer April 28, 2014 Disclaimer: The information

More information

Management Bios. Michael P. Norcio, Chairman and CEO

Management Bios. Michael P. Norcio, Chairman and CEO Michael P. Norcio, Chairman and CEO Michael P. Norcio is the Chairman and Chief Executive Officer of MAR, Incorporated (MAR), headquartered in Rockville, Maryland. MAR, Incorporated is a professional services

More information

261 Gorham Road South Portland, ME Company Profile

261 Gorham Road South Portland, ME Company Profile Company Profile Preservation Management, Inc. (PMI) has been providing comprehensive residential and commercial property management services since 1990. Over the last two decades PMI has grown to manage

More information

The Fordham Group at Morgan Stanley Smith Barney

The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney 100 Europa Drive Suite 201, Chapel Hill, North Carolina 27517 919-960-5470 / Main 866-838-1467 / Toll-Free

More information

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m.

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. During this session, panelists answer your questions related to the fixed income regulatory landscape. Panelists also address

More information

MCPI Annual Conference Tuesday, September 19, 2017

MCPI Annual Conference Tuesday, September 19, 2017 Michigan Council of Professional Investigators MCPI Annual Conference Tuesday, September 19, 2017 Location: Cleary University, 3750 Cleary Drive, Howell, MI 48843 Time 8:45am 9:00am 9:00am 9:45am 9:45am

More information

The Triantafel Rumps Group at Morgan Stanley

The Triantafel Rumps Group at Morgan Stanley 2 TEAM 4 PROCESS 8 CONTACT The Triantafel Rumps Group at Morgan Stanley THE TRIANTAFEL FAVATA RUMPS GROUP A Morgan Stanley Oak Brook 2211 York Road Suite 100 Oakbrook, IL 60523 William C. Triantafel, CIMA

More information

The Garemani Group at Morgan Stanley Smith Barney

The Garemani Group at Morgan Stanley Smith Barney The Garemani Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Suite 1200, Los Angeles, California 90067 310-551-9433 / Main 310-556-1870 / fax www.fa.smithbarney.com/garemanigroup/ The Garemani

More information

Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014

Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014 Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014 December 2017 kpmg.com Contents 1. Network arrangement 1 1.1 Legal structure

More information

thepeaceriverteam

thepeaceriverteam www.morganstanleyfa.com/ thepeaceriverteam We Are All About You Selecting the right financial advisor is an important first step to securing your family s financial future. You want an advisor with experience

More information

TRACY SEWARD CPA DECEMBER 2015 PAGE 1

TRACY SEWARD CPA DECEMBER 2015 PAGE 1 TRACY SEWARD CPA Tracy Seward has over 20 years of financial accounting experience obtained through a diverse range of industry and senior management experience. He is a team leader devoted to creating

More information

SuStainability R e p o R t

SuStainability R e p o R t Sustainability Report 2015-2016 (102-53) 2 Awards & Recognitions Vision: To be globally recognised as the most valued financial service provider in the Middle East. Mission: Every day we make our customers

More information

Managing the uncertainty of job loss.

Managing the uncertainty of job loss. Managing the uncertainty of job loss. Managing the uncertainty of job loss. You re not generally planning for redundancy so when you get the news you are often unprepared. 4 Redundancy digesting the big

More information

Speakers Bio: Jenny Tian Managing Director

Speakers Bio: Jenny Tian Managing Director Speakers Bio: Jenny Tian Managing Director Jenny has been in the investment management industry for most of her career which started in 1998. Prior to her current roles in the Springs Capital top management

More information

The Terhune Group at Morgan Stanley Smith Barney

The Terhune Group at Morgan Stanley Smith Barney The Terhune Group at Morgan Stanley Smith Barney 1101 FIFTH AVENUE SAN RAFAEL, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@mssb.com

More information

Stellar Capital Management, LLC

Stellar Capital Management, LLC Stellar Capital Management, LLC 2200 East Camelback Road, Suite 130 Phoenix, Arizona 85016 602.778.0307 Form ADV Part 2B The Brochure Supplement March 30, 2017 This Brochure Supplement provides information

More information

President and Chief Executive Officer and Director

President and Chief Executive Officer and Director Jeffrey P. Freimark 07/2008 to Present Miami Jewish Health Systems, Inc. A not-for-profit organization that is the largest and most innovative provider of health care for seniors in the Southeast. Miami

More information

Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment

Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment San Francisco, CA October 10, 2017 Welcome to Deloitte s 2017 Real Estate Industry Update The pace of

More information

The Private Directors Association Vision

The Private Directors Association Vision Our MISSION is creating, sustaining and enhancing Private Company value through the active use of Boards of Directors and Advisory Boards. We advocate for excellent practices in board formation and governance.

More information

The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney

The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney 800 East 96th Street Suite 400, Indianapolis, Indiana 46240 317-818-7300 / Main 888-930-0159 / Toll-Free 317-818-7440 / fax jonathan.klausner@mssb.com

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

B i o g r a p h y Steven M. Egna Steven M. Egna

B i o g r a p h y Steven M. Egna Steven M. Egna B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified

More information

NOTICE OF THE 5TH ANNUAL GENERAL MEETING OF SHAREHOLDERS

NOTICE OF THE 5TH ANNUAL GENERAL MEETING OF SHAREHOLDERS Note: This document is a translation of a part of the Japanese original. The translation is prepared and provided for the purpose of the readers convenience only. All readers are strongly recommended to

More information

Corporate Social Responsibility: Historical Perspective

Corporate Social Responsibility: Historical Perspective Corporate Social Responsibility: Historical Perspective Northern Trust receives continuous industry recognition for our dedication to diversity, philanthropy and the environment as well as workplace initiatives

More information

Expert Panel. Moderator. Global Managing Partner, Supply Chain & Operations Officers Practice. Senior Manager, Payment Solutions Operations.

Expert Panel. Moderator. Global Managing Partner, Supply Chain & Operations Officers Practice. Senior Manager, Payment Solutions Operations. Expert Panel Brad Berke Manisha Dhakad Marc Hochman Heidrick & Struggles Global Managing Partner, Supply Chain & Operations Officers Practice Google Senior Manager, Payment Solutions Operations A.T. Kearney

More information

CPD Bootcamp. Adding value to your role as in-house counsel: Working together to deliver value to our mutual clients.

CPD Bootcamp. Adding value to your role as in-house counsel: Working together to deliver value to our mutual clients. CPD Bootcamp Adding value to your role as in-house counsel: Working together to deliver value to our mutual clients Presenters Bios November 2, 2017 MODERATOR Chris (Christopher) E. Pinnington Dentons

More information

For personal use only

For personal use only MEDIA RELEASE 24 NOVEMBER 2011 WESTPAC ANNOUNCES NEW GROUP MANAGEMENT STRUCTURE AND EXECUTIVE APPOINTMENTS Westpac Chief Executive Officer, Gail Kelly, today announced a new organisation structure for

More information

7 Signs It's Time to Hire a Virtual CFO

7 Signs It's Time to Hire a Virtual CFO 7 Signs It's Time to Hire a Virtual CFO A SPECIAL REPORT FROM NEW DIRECTION CAPITAL WWW.NEWDIRECTIONCAPITAL.COM 877-678-6464 7 Signs It's Time to Hire a Virtual CFO The economy is ever changing and the

More information

HERSHORIN & HENRY, LLP. Thomas S. Van Contract Partner

HERSHORIN & HENRY, LLP. Thomas S. Van Contract Partner HERSHORIN & HENRY, LLP ATTORNEYS AT LAW IS PLEASED TO ANNOUNCE THAT Thomas S. Van Contract Partner HAS JOINED OUR FIRM Mr. Van has over 14 years of experience in successfully handling Business Litigation,

More information

Candidate Profile Form District Committee Election Kelly Anderson

Candidate Profile Form District Committee Election Kelly Anderson Kelly Anderson Compliance Director RBC Capital Marke Kelly Anderson is Compliance Director at RBC Wealth Management, a division of RBC Capital Markets, LLC. Since 2004 she has been responsible for the

More information

James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and

James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and Professional Athletes 2000 Westchester Ave 1NC Purchase,

More information

The Nolan Group at Morgan Stanley Smith Barney

The Nolan Group at Morgan Stanley Smith Barney The Nolan Group at Morgan Stanley Smith Barney 125 High St., Floor 24 Boston, MA 02110 617-478-6403 / MAIN 617-249-0308 / FAX http://fa.morganstanleyindividual.c om/thenolangroup/ leonard.nolan@mssb.com

More information

[ON-SCREEN TEXT: Can working moms really have it all?]

[ON-SCREEN TEXT: Can working moms really have it all?] Please see important information at the end of this program. Recorded on August 30, 2018 [ON-SCREEN TEXT: Can working moms really have it all?] [ON-SCREEN TEXT: Meet Lisa. Founder of TransLink Consulting]

More information

Supplement to Form ADV Part 2 Form ADV Part 2B

Supplement to Form ADV Part 2 Form ADV Part 2B Item 1- Cover Page Supplement to Form ADV Part 2 Form ADV Part 2B (for each of the Supervised Persons Listed in Item 2 below) Lazard Wealth Management LLC 30 Rockefeller Plaza New York, New York 10112

More information

The Patterson Group at Morgan Stanley Smith Barney

The Patterson Group at Morgan Stanley Smith Barney The Patterson Group at Morgan Stanley Smith Barney 1241 JOHN Q HAMMONS DRIVE MADISON, WI 53717 608-829-4338 / MAIN As the financial world becomes more complex and investment choices multiply, careful planning

More information

at Morgan Stanley Smith Barney

at Morgan Stanley Smith Barney The Salvagno GROUP at Morgan Stanley Smith Barney MECH JOB INFORMATION 6292377/60133282 PROJ. NO.: JOB NAME: MSSB Salvagno Group Print Materials TRIM SIZE: FINISHED SIZE: BLEED: BINDERY: CREATIVE SERVICES

More information

The Apollo Group at Morgan Stanley

The Apollo Group at Morgan Stanley The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The

More information

The Kaser Mechling Group at Morgan Stanley Smith Barney

The Kaser Mechling Group at Morgan Stanley Smith Barney The Kaser Mechling Group at Morgan Stanley Smith Barney 7311 Crossleigh Court Suite 106, Toledo, OH 43617 419-842-6557 / MAIN 877-834-3669 / TOLL-FREE 419-754-2507 / FAX www.morganstanley.com/fa/theka

More information

Digital Financial Solutions to Advance Women s Economic Participation

Digital Financial Solutions to Advance Women s Economic Participation microlinks.org/events February 4, 2016 Dr. Ruth Goodwin-Groen Better Than Cash Alliance Digital Financial Solutions to Advance Women s Economic Participation Dr. Leora Klapper World Bank Dr. Ruth Goodwin-Groen

More information

Experience Optional: The Australian CFO Route to the Top

Experience Optional: The Australian CFO Route to the Top Financial Officer Experience Optional: The Australian CFO Route to the Top For several years, Spencer Stuart has been exploring the backgrounds and demographics of chief financial officers (CFOs) in ASX

More information

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 BACKGROUND Lisa Roth is the of Monahan & Roth, LLC, a regulatory compliance company providing services including professional consultations,

More information

First Southern Securities, LLC Credentials

First Southern Securities, LLC Credentials First Southern Securities, LLC Credentials Table of Contents SECTION A SECTION B SECTION C SECTION D Overview of First Southern Securities, LLC......3 Services Offered...6 Trading Volume by Credit 1. Municipal...11

More information

HFMA January CFO Forum

HFMA January CFO Forum HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter

More information

David J. Adams

David J. Adams David J. Adams david.j.adams@louisville.edu EXPERIENCE University of Louisville - Institute for Product Realization (2016-Present) CEO Executive in charge for the overall strategy, development and execution

More information

Graham, Inc. Providing Government Staffing, Human Resources, and Financial Services Provider Since 1984

Graham, Inc. Providing Government Staffing, Human Resources, and Financial Services Provider Since 1984 Graham, Inc. Providing Government Staffing, Human Resources, and Financial Services Provider Since 1984 Financial Services Capabilities 1KME3; DUNS: 126500446; TIN #52-1356444 Founded in 1984, Graham has

More information

Dai-ichi Life Announces Changes to Directors as of October 1, 2016

Dai-ichi Life Announces Changes to Directors as of October 1, 2016 [Unofficial Translation] May 13, 2016 Koichiro Watanabe President and Representative Code: 8750 (TSE First section) Dai-ichi Life Announces Changes to s as of October 1, 2016 (the Company ; President:

More information

Owens Corning Investor Day. Dave Brown, President and CEO

Owens Corning Investor Day. Dave Brown, President and CEO Owens Corning Investor Day Dave Brown, President and CEO Forward-looking Statement and Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities

More information

SPEAKERS ANDREA COMER

SPEAKERS ANDREA COMER SPEAKERS ANDREA COMER Vice President, Workforce Strategies CBIA Education & Workforce Partnership @CTWorkforceTeam Andrea Comer is vice president, workforce strategies of the nonprofit CBIA Education &

More information

Investing in Germany. Roadshow Asia 2012 Hong Kong. Achieving more together. In cooperation with:

Investing in Germany. Roadshow Asia 2012 Hong Kong. Achieving more together. In cooperation with: Investing in Germany Roadshow Asia 2012 Hong Kong In cooperation with: Achieving more together Commerzbank Corporate Finance cordially invites you to attend our Investing in Germany Roadshow Asia 2012

More information

TWO GREAT REASONS FOR YOUR LAW FIRM TO JOIN IPO IN 2019 BUSINESS DEVELOPMENT AND NETWORKING ELEVATE YOUR PROFILE IN A CROWDED IP LEGAL MARKETPLACE

TWO GREAT REASONS FOR YOUR LAW FIRM TO JOIN IPO IN 2019 BUSINESS DEVELOPMENT AND NETWORKING ELEVATE YOUR PROFILE IN A CROWDED IP LEGAL MARKETPLACE SERVING THE INTELLECTUAL PROPERTY COMMUNITY WORLDWIDE TWO GREAT REASONS FOR YOUR LAW FIRM TO JOIN IPO IN 2019 BUSINESS DEVELOPMENT AND NETWORKING ELEVATE YOUR PROFILE IN A CROWDED IP LEGAL MARKETPLACE

More information

Ammar Abdulwahed Alkhudairy

Ammar Abdulwahed Alkhudairy Ammar Abdulwahed Alkhudairy Chairman and Independent MrAmmar AbdulwahedAlkhudairyis a Founding Partner and Chairman of AmwalAl Khaleej. Previously, Mr. Alkhudairyserved as the Managing Partner and Board

More information

2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC

2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC The Gross Turner Beaumont Group at Morgan Stanley Smith Barney Stephen Gross, Senior Vice President and Financial Advisor David Turner III, Senior Vice President and Financial Advisor Rick Beaumont, CFP,

More information

WISE Networking Lunch

WISE Networking Lunch WISE Networking Lunch learn more about our table leaders Ali Adler Director of Partnerships Sealed Sealed guarantees, insures, and finances residential EE savings. In her role, Ali has a unique vantage

More information

Panel Discussion on. UAE Companies Law and Recent Amendment

Panel Discussion on. UAE Companies Law and Recent Amendment Panel Discussion on UAE Companies Law and Recent Amendment Padmanabha Acharya Partner Deloitte Padmanabha is a Partner in the Abu Dhabi office of Deloitte. He has over twenty years of experience in assurance

More information

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional

More information

EXECUTIVE SUMMARY. Investment Opportunity. Paradox Financial Solutions Inc.

EXECUTIVE SUMMARY. Investment Opportunity. Paradox Financial Solutions Inc. An innovative new system for Supply Chain Financing that is so disruptive that it will revolutionize the way in which practices in B2B trading relationships occur. has invented a system that revolutionizes

More information

The Griffo/ Guernsey Group at Morgan Stanley Smith Barney

The Griffo/ Guernsey Group at Morgan Stanley Smith Barney The Griffo/ Guernsey Group at Morgan Stanley Smith Barney 1 Research Magazine, 2006 and 2007 Each advisor on this year s State-By-State Winner s Circle rankings was filtered down from a list of over 7000

More information

Redundancy Digesting the big news

Redundancy Digesting the big news Redundancy Digesting the big news Securitor Financial Group Limited ABN 48 009 189 495 AFSL 240687 You re not generally planning for redundancy so when you get the news you are often unprepared. Don t

More information

M ARSHALL & ILSLEY C ORPORATION

M ARSHALL & ILSLEY C ORPORATION M ARSHALL & ILSLEY C ORPORATION 1999 Summary Annual Report In Memoriam John A. Puelicher 1920 1999 On October 30, 1999, John A. Jack Puelicher, former chairman of the board of Marshall & Ilsley Corporation,

More information

François G. Laugier's Representative Experience

François G. Laugier's Representative Experience François G. Laugier's Representative Experience Practice Area: International, Mergers & Acquisitions Key Issues: Acquisitions (For Buyer) Client Type: Foreign Publicly-Traded Naval Technology Company Description:

More information

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John

More information

For personal use only

For personal use only ASX ANNOUNCEMENT 24 May 2016 Collection House Limited (CLH) Appoints New Chief Executive Officer Collection House Limited (ASX: CLH) today announced that experienced credit and collections senior executive

More information

chronology FARMERS NATIONAL GOLD BANK BECOMES FIRST NATIONAL BANK OF SAN JOSE.

chronology FARMERS NATIONAL GOLD BANK BECOMES FIRST NATIONAL BANK OF SAN JOSE. 112 chronology 1880 1858 FARMERS NATIONAL GOLD BANK BECOMES FIRST NATIONAL BANK OF SAN JOSE. In the 1850s, Honolulu is a bustling whaling port that lacks a bank. Charles R. Reed, a local businessman, recognizes

More information

Emerging FinTech Trends (FinTech Track) Monday, May 21 3:00 p.m. 4:00 p.m.

Emerging FinTech Trends (FinTech Track) Monday, May 21 3:00 p.m. 4:00 p.m. Emerging FinTech Trends (FinTech Track) Monday, May 21 3:00 p.m. 4:00 p.m. Join FINRA staff and industry representatives as they discuss how recent developments in financial technology (FinTech) are disrupting

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

Emerging FinTech Trends (FinTech Track) Tuesday, May 22 10:00 a.m. 11:00 a.m.

Emerging FinTech Trends (FinTech Track) Tuesday, May 22 10:00 a.m. 11:00 a.m. Emerging FinTech Trends (FinTech Track) Tuesday, May 22 10:00 a.m. 11:00 a.m. Join FINRA staff and industry representatives as they discuss how recent developments in financial technology (FinTech) are

More information

CURRICULUM VITAE. H.E Ambassador Ralph S. Thomas

CURRICULUM VITAE. H.E Ambassador Ralph S. Thomas CURRICULUM VITAE H.E Ambassador Ralph S. Thomas Summary Senior Teaching Fellow Mona School of Business and Management - University of the West Indies - present Former Ambassador Extraordinary and Plenipotentiary

More information

The following article has been sent by a user at UNIVERSITY OF TORONTO via ProQuest, an information service of the ProQuest Company

The following article has been sent by a user at UNIVERSITY OF TORONTO via ProQuest, an information service of the ProQuest Company The following article has been sent by a user at UNIVERSITY OF TORONTO via ProQuest, an information service of the ProQuest Company SGI Honored for Advancement of Women in the Workplace PR Newswire New

More information

The Greenspan Group at Morgan Stanley Smith Barney

The Greenspan Group at Morgan Stanley Smith Barney The Greenspan Group at Morgan Stanley Smith Barney 7500 Old Georgetown Road 10th Floor, Bethesda, Maryland 20814 301-961-2640 / Main 800-745-4503 x2640 / Toll-Free 240-235-4448 / fax ira.greenspan@mssb.com

More information

1000 Urlin Avenue #A18 Columbus, Ohio Bill Diffenderffer. September 2013 to Present. Lecturer on Entrepreneurship : MBA and Undergraduate

1000 Urlin Avenue #A18 Columbus, Ohio Bill Diffenderffer. September 2013 to Present. Lecturer on Entrepreneurship : MBA and Undergraduate 1000 Urlin Avenue #A18 Columbus, Ohio 43212 Mobile: 214-616-8711 E-mail: bdiffenderffer@msn.com Bill Diffenderffer Business History September 2013 to Present The Ohio State University Lecturer on Entrepreneurship

More information

HSBC Saudi Arabia Executive Management

HSBC Saudi Arabia Executive Management HSBC Saudi Arabia Executive Management HSBC Saudi Arabia Executive Management Majed Najm Chief Executive Officer & Board Member Michael Okwusogu Chief Operating Officer Abdulmajeed AlHagbani Managing Director,

More information

Board of Directors. Michael George William Barclay. Independent Director. Tsang Yam Pui Chairman and Non-Executive Director

Board of Directors. Michael George William Barclay. Independent Director. Tsang Yam Pui Chairman and Non-Executive Director Board of Directors Tsang Yam Pui Chairman and Michael George William Barclay Seah Bee Eng @ Jennifer Loh Samuel N. Tsien 52 Wong Mun Hoong Tan Chee Meng Hiew Yoon Khong Amy Ng Lee Hoon Executive Director

More information

Spencer McGowan. McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201

Spencer McGowan. McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201 Item 1: Cover Page for Part 2B of Form ADV: Brochure Supplement March 2014 Spencer McGowan McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201 Firm Contact: Bobby D. Boyce,

More information

Latin America. Pillsbury Winthrop Shaw Pittman LLP pillsburylaw.com

Latin America. Pillsbury Winthrop Shaw Pittman LLP pillsburylaw.com Latin America Pillsbury Winthrop Shaw Pittman LLP pillsburylaw.com Latin America Practice Pillsbury Winthrop Shaw Pittman LLP Overview Decades of Experience in Latin America Pillsbury s Latin America practice

More information

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing Conference Speakers Bo Armstrong, DataPath, Director of Marketing Bo Armstrong leads all marketing initiatives for DataPath and its subsidiaries. He joined DataPath in 2015 and has over 15 years of marketing

More information

1 Pay Gap Report 2018

1 Pay Gap Report 2018 Pay Gap Report 2018 1 Pay Gap Report 2018 Introduction We are operating in an increasingly fast-paced and constantly evolving sector, where the ongoing success of our business depends on our ability to

More information

HOTELS, TOURISM & LEISURE. Hotels, Tourism & Leisure

HOTELS, TOURISM & LEISURE. Hotels, Tourism & Leisure HOTELS, TOURISM & LEISURE nem is one of Australasia s largest boutique business consultancy firms, which is able to draw on the significant skills and experience of over 50 partners across Australia and

More information

LED HOLDINGS AND LIGHTING SCIENCE GROUP COMBINE FORCES. Transaction creates unique lighting solutions company with world class management team

LED HOLDINGS AND LIGHTING SCIENCE GROUP COMBINE FORCES. Transaction creates unique lighting solutions company with world class management team Media Contact: Investor/Analyst Contact: Lewis Goldberg Zach Gibler KCSA Worldwide LED Holdings (212) 896-1216 (740) 644-2884 lgoldberg@kcsa.com zach.gibler@ledeffects.com LED HOLDINGS AND LIGHTING SCIENCE

More information

Brevitas, located in San Francisco, is a real estate collaboration and workflow platform.

Brevitas, located in San Francisco, is a real estate collaboration and workflow platform. PRESS KIT Our Story Brevitas, located in San Francisco, is a real estate collaboration and workflow platform. We originally served as a software solution for private real estate transactions. In 2016,

More information

The Bahbah Group at Morgan Stanley Smith Barney

The Bahbah Group at Morgan Stanley Smith Barney The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com

More information

Enayat Qasimi. Partner. Experience M Street, NW Suite 450N Washington, DC Phone: Fax:

Enayat Qasimi. Partner. Experience M Street, NW Suite 450N Washington, DC Phone: Fax: 2018 Whiteford, Taylor & Preston LLP Enayat Qasimi Partner 1800 M Street, NW Suite 450N Washington, DC 20036 Phone: 202.659.6792 Fax: 202.327.6174 Email: eqasimi@wtplaw.com Experience Mr. Qasimi?s practice

More information

Developing Cultural Intelligence Externally and Internally: Comcast-NBCUniversal

Developing Cultural Intelligence Externally and Internally: Comcast-NBCUniversal Developing Cultural Intelligence Externally and Internally: Comcast-NBCUniversal Maria G. Arias Vice President, Diversity & Inclusion Comcast Corporation February 27, 2015 Diversity & Inclusion Focus Areas

More information

the practice of law the way it should be

the practice of law the way it should be at a glance A 200 attorney Firm with 50 partners in a single office where collaboration and collegiality are valued the practice of law the way it should be 100% attorney pro bono participation for over

More information

The dos Santos Group at Morgan Stanley

The dos Santos Group at Morgan Stanley The dos Santos Group at Morgan Stanley 399 Park Avenue 12th Floor, New York, NY 10022 212-893-6310 / MAIN 800-646-6301 / TOLL-FREE 646-862-9748 / FAX www.morganstanleyfa.com/dossantosgroupsb dossantosgroup@morganstanley.com

More information