OUR EXPERICENCE YOURSUCCESS CONSULTINGSERVICES PROFESSINAL SERVICES ENTERPRISESOTWARESOLUTIONS APPLICATION SERVICES

Size: px
Start display at page:

Download "OUR EXPERICENCE YOURSUCCESS CONSULTINGSERVICES PROFESSINAL SERVICES ENTERPRISESOTWARESOLUTIONS APPLICATION SERVICES"

Transcription

1 OUR EXPERICENCE YOURSUCCESS CONSULTINGSERVICES PROFESSINAL SERVICES ENTERPRISESOTWARESOLUTIONS APPLICATION SERVICES

2 01 ABOUTUS WE ARE PROFESSIONAL AGENCY THAT ALWAYS PUT INNOVATION & CREATIVE IN THE TOP OF OUR BUSINESS.

3 Donato Technologies IT Consulting Services Staffing & Recruiting Services and Enterprise Software Solutions in Dallas Texas USA. Donato Technologies founded in 2012, is an expert full-service IT provider, known for providing the best staffing experience and taking great care of its clients and employees. We specialize in Staffing, Consulting, Software Development, and Training along with IT services to small and medium sized companies. While Information Technology remains our strength, we have realized the need to appreciate and understand the business needs of our customers and use IT to effectively fulfil those needs. We provide our clients with high quality customized solutions using the best possible combination of technologies. We partner with our clients to bring them the latest technology solutions available. Our association with them ranges from providing staffing to providing support on an ongoing basis. We bring together the right mix of professionals, knowledge, methodology and technologies to meet the requirements of clients. Timely completion of projects while adhering to cost constraints be it in staff augmentation or technology integration is our core competence. Our strength comes from the expertise of our employees in seamlessly working across the phases of Software Development Life Cycle to provide a wide range of Functional and Technical Solutions. 3 FACT ABOUTUS WE BELIVE IN WIN-WIN Donato Technologies deliver services through customized Engagement Models, including IT managed services and custom projects to maximize business outcomes CLIENT TRUST US We hold ourselves accountable to our clients by honoring our commitments, providing results, and highest quality. Our Motto is Provide the big values on time and underbudget. 12+YRS OF EXPOSURE We believe IT world to be a world of learning newer opportunities, hence, we always keep ourselves in quest of something more and more which can enhance our level of perfection. 02 We would appreciate if you don t measure our credits by what s said or written but by giving us a chance to show- case our expertise while working with you. If you will give us a chance then will be prove it practically. All innovation begins with creative ideas

4 03 THIS IS HOWWEWORKS Donato Technologies deliver services through customized Engagement Models, including IT managed services and custom projects to maximize business outcomes. In Donato Technologies, our mission at Diverse Tech Services empowers us to excel at bringing best in-class technical solutions to create and build your competitive advantage Our advanced services provide in-depth expertise across many Service Capabilities to effectively address your unique challenges in this technologydriven world. When we engage, we bring fresh ideas that help you Stimulate your performance, Refine your strategy and Flash new energy. The future and how we get there, depends on those who build, connect, create and transform our world We use technology with a purpose to recruit the right fit with upto date technical expertise. We groom them, train them and engage them in time to meet the requirements of the demanding world. We are meeting and will continue to meet the evolving challenges of workforce flexibility with staffing solutions tailored to your precise business needs, both locally and worldwide.

5 04 THE TYPE OF WORKS WEDO. YOUR BUSINESS NEEDS TECHNOLOGY. YOUR DREAM IT, WE WILL BUILD IT Donato Technologies has been named as one of the Best Workplaces in Consulting & Professional Services in the small- and medium-sized business category by Great Place to Work. The ranking considered input from all the employees at Donato. Great Place to Work evaluated more than 50 elements of team members experience on the job. Elements included employees pride in the organization s community-impact, conviction that their work makes a difference, and belief that their work has special meaning. Rankings are based on employees experiences, regardless of who they are or what they do.

6 05 Services Consulting Services Professional Services Enterprise software Application services We enhanced our ability to deliver powerful, end-to-end technology solutions required by highperformance businesses. We collaborate with clients to align IT strategy and technology solutions to business strategy to improve the performance and business impact of their IT investments, and to boldly transform IT to drive future business growth and innovation. We offer short term and long term Enterprise Application Development Systems and Solutions. We provide the right solution for a company, be it recruiting the right person or team to work directly for them. We develop customized solutions that exceed our client s expectations and we do it on time and within budget.

7 06 REASONS THAT MAKE US DIFFERENTFROMOTHERS. We Create Experiences We Are on Time & Budget We create experiences that are attractive, easy and drive results for to business. We are really focused on Based on web development project, we create a budget and timeline, and once they re approved, we stick to them. We Provide Good Pricing We emphasize simplicity It is a function of our in-house skill set and the ability to leverage technology to meet a wide array of demands. We choose the simplest tool that will effectively accomplish a task properly. Simple sites load faster, are easy.

8 07 LIST COMPANY THAT TRUSTED US. COMPANY THAT TRUSTED US.

9 OUR CLIENTS. 08 Telecommunications Banking Retail Insurance HealthCare Auto State Govt. Finance

10 GETIN TOUCH Donato Technologies, Inc Ford Rd, Suite 306 Dallas, TX , FAX info@donatotech.net

LPL RESEARCH AT A GLANCE WHO WE ARE WHAT WE DO MEMBER FINRA/SIPC

LPL RESEARCH AT A GLANCE WHO WE ARE WHAT WE DO MEMBER FINRA/SIPC LPL RESEARCH WHO WE ARE WHAT WE DO AT A GLANCE MEMBER FINRA/SIPC 1 ADVISOR S TRUSTED PARTNER LPL Research is your advisor s trusted partner. Our mission is simple: Provide independent and objective investment

More information

CREATING PERFORMANCE

CREATING PERFORMANCE CREATING PERFORMANCE ABOUT SYZ We are a Swiss banking group specialised in investment management. Founded in Geneva in 1996, our family shareholder structure guarantees our independence and strength.

More information

Building the Healthcare System of the Future O R A C L E W H I T E P A P E R F E B R U A R Y

Building the Healthcare System of the Future O R A C L E W H I T E P A P E R F E B R U A R Y Building the Healthcare System of the Future O R A C L E W H I T E P A P E R F E B R U A R Y 2 0 1 7 Introduction Healthcare in the United States is changing rapidly. An aging population has increased

More information

Your Retirement Plan Strategy

Your Retirement Plan Strategy Building financial security since 1958 Your Retirement Plan Strategy Expert Advice Innovative Options Personalized Service We deliver the superior service you deserve, backed by the expertise you expect.

More information

Real professionals for Real estate investors

Real professionals for Real estate investors Real professionals for Real estate investors A simple, professional, reliable, trustworthy and friendly investment company Worldwide Portfolio Ltd offers an efficient real estate investment service to

More information

DDJ CAPITAL MANAGEMENT, LLC SPECIALISTS IN HIGH YIELD, DISTRESSED & SPECIAL SITUATION INVESTING

DDJ CAPITAL MANAGEMENT, LLC SPECIALISTS IN HIGH YIELD, DISTRESSED & SPECIAL SITUATION INVESTING DDJ CAPITAL MANAGEMENT, LLC SPECIALISTS IN HIGH YIELD, DISTRESSED & SPECIAL SITUATION INVESTING DDJ Capital Management, LLC DDJ Capital Management, LLC, based in Waltham, Massachusetts, is an investment

More information

The U.S. Tax Practice

The U.S. Tax Practice The U.S. Tax Practice Our Global Firm - Overview Deloitte is the global leader for professional services providing audit, tax, consulting and financial advisory services to more than 80% of the world s

More information

Investor Presentation. March 2017

Investor Presentation. March 2017 Investor Presentation March 2017 Safe Harbor Statement Safe Harbor statement under Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements, including statements

More information

TD Ameritrade Retirement Plan Provided by TD Ameritrade Trust Company

TD Ameritrade Retirement Plan Provided by TD Ameritrade Trust Company Retirement Plan Solutions TD Ameritrade Retirement Plan Provided by TD Ameritrade Trust Company A solution that delivers outstanding investment flexibility and ease of administration all from a recognized

More information

heather MacLean of Realty Executives Company Profile DMB Realty network Q&A with Matt Widdows Company Profile

heather MacLean of Realty Executives Company Profile DMB Realty network Q&A with Matt Widdows Company Profile Arizona s Publication for the Residential Real Estate Industry heather MacLean of Realty Executives DMB Realty network Q&A with Matt Widdows www.rem-az.com Issue 2, 2012 Clear Title As long as the 5-year-old

More information

Total Retirement Partner

Total Retirement Partner The Power of ing SM SM One Great. One Powerful Solution. Today s Challenges and the Solution 1 In today s workplace, offering a competitive retirementbenefits program is essential for attracting and retaining

More information

BDO USA, LLP STATE TAX COMPARISON GUIDE

BDO USA, LLP STATE TAX COMPARISON GUIDE BDO USA, LLP STATE TAX COMPARISON GUIDE 2017 Finding the right environment for growth. is more than just a great place to visit. It s also a premier destination for companies seeking to start or grow a

More information

Copyright Sopheon plc. All rights reserved worldwide. Next

Copyright Sopheon plc. All rights reserved worldwide. Next Copyright Sopheon plc. All rights reserved worldwide. Next In the era of digitization and hyper-competitive, volatile markets, it is crucial that companies make smart, fact-driven decisions about portfolio

More information

FROM 12 TO 21: OUR WAY FORWARD

FROM 12 TO 21: OUR WAY FORWARD FROM 12 TO 21: OUR WAY FORWARD MESSAGE FROM THE BOARD Weldon Cowan, chair of the board of directors The board of directors shares the corporation s excitement about the next phase of the From 12 to 21

More information

TEAM Management System For a New Era of Accountability

TEAM Management System For a New Era of Accountability TEAM Management System For a New Era of Accountability Executive Summary While it may be easy for government to move from crisis to crisis never thinking about an overall strategy to maintain stability

More information

SOA STRATEGIC PLAN EXPOSURE DRAFT

SOA STRATEGIC PLAN EXPOSURE DRAFT 2017-2021 SOA STRATEGIC PLAN EXPOSURE DRAFT The SOA is gathering input from its members on this draft 2017 21 Strategy Map. Feedback can be provided at sptf.feedback@soa.org or by completing a short survey

More information

The equipment breakdown expertise you need. The flexible relationship you never thought possible.

The equipment breakdown expertise you need. The flexible relationship you never thought possible. The equipment breakdown expertise you need. The flexible relationship you never thought possible. Seven key reasons to make Travelers BoilerRE SM part of your growth plans 1. A century of experience For

More information

The purpose of this communication is solicitation of insurance; an insurance agent or producer may contact you. S TX (9/10)

The purpose of this communication is solicitation of insurance; an insurance agent or producer may contact you. S TX (9/10) The purpose of this communication is solicitation of insurance; an insurance agent or producer may contact you. S2-374-410-TX (9/10) W H Y M E D A M E R I C A About MedAmerica Vision When MedAmerica Insurance

More information

STUDENT HEALTH & SPECIAL RISK. Tailored Solutions for Students and Educational Institutions

STUDENT HEALTH & SPECIAL RISK. Tailored Solutions for Students and Educational Institutions STUDENT HEALTH & SPECIAL RISK Tailored Solutions for Students and Educational Institutions Student Health & Special Risk A diverse group of industry insurance specialists. Providing solutions to meet your

More information

COMPREHENSIVE, CUSTOMIZED FINANCIAL SOLUTIONS. Services for Healthcare Institutions

COMPREHENSIVE, CUSTOMIZED FINANCIAL SOLUTIONS. Services for Healthcare Institutions COMPREHENSIVE, CUSTOMIZED FINANCIAL SOLUTIONS Services for Healthcare Institutions CREATIVITY, FLEXIBILITY, EXPERIENCE The complexities of managing a multi-faceted institution never end planning for capital

More information

Key employee retention and retirement. Key employee benefits can be your key to success

Key employee retention and retirement. Key employee benefits can be your key to success Key employee retention and retirement Key employee benefits can be your key to success 1 The right benefits can make all the difference Take a moment to think about the success of your business. How much

More information

Planning and Budgeting Forum Mission Achievement Planning

Planning and Budgeting Forum Mission Achievement Planning Planning and Budgeting Forum Mission Achievement Planning September 22, 2014 Denver, Colorado Gordon Jensen Introduction Metropolitan Community College (MCC): One of six community colleges in Nebraska

More information

Customized Target Date Solutions

Customized Target Date Solutions Customized Target Date Solutions Multi-asset class strategies tailored for plan-specific needs and goals J.P. Morgan Asset Management s defined contribution expertise and outcome-focused portfolio structuring

More information

Morningstar. Managed PortfoliosSM. Mutual Fund Portfolios. ETF Portfolios. Select Stock Baskets

Morningstar. Managed PortfoliosSM. Mutual Fund Portfolios. ETF Portfolios. Select Stock Baskets Morningstar Managed PortfoliosSM Mutual Fund Portfolios ETF Portfolios Select Stock Baskets A Team You Can Trust The Insight of Your Financial Advisor, The Strength of Morningstar At Morningstar Investment

More information

PROJECT PRO$PER. The Basics of Building Wealth

PROJECT PRO$PER. The Basics of Building Wealth PROJECT PRO$PER PRESENTS The Basics of Building Wealth Investing and Retirement Participant Guide www.projectprosper.org www.facebook.com/projectprosper Based on Wells Fargo's Hands on Banking The Hands

More information

REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS

REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS comprehensive retirement plan consulting REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS Trusted Independent Custom Expert Results. s t r a t e g i c r e t i r e m e n t g r o u p Strategic

More information

Treasurer s s Department 2005/06 Recruiting

Treasurer s s Department 2005/06 Recruiting Treasurer s s Department 2005/06 Recruiting Global Energy Industry Growth World oil and gas demand growing Chemical business expanding Independent power growing Dynamic Environment Rapid advances in technology

More information

A trusted partner helping our clients improve the way they do business.

A trusted partner helping our clients improve the way they do business. A trusted partner helping our clients improve the way they do business. Coastal Outsourced Solutions is a Credit Union Service Organization (CUSO) and wholly owned subsidiary of First Citizens Federal

More information

Isle of Man Workplace Pension

Isle of Man Workplace Pension Isle of Man Workplace Pension a pension like no other. a pension that makes life easy for you and works for your employees www.msrs.im PRECISE. PROVEN. PERFORMANCE. It s time for something different Our

More information

NSP-41. The Wealth Building Strategy. The ONLY Trading System with a One-Year Money Back Guarantee! Limited to 300 Copies!

NSP-41. The Wealth Building Strategy. The ONLY Trading System with a One-Year Money Back Guarantee! Limited to 300 Copies! NSP-41 The Wealth Building Strategy Limited to 300 Copies! The ONLY Trading System with a One-Year Money Back Guarantee! NirvanaSystems For the Trader Serious about Building Wealth The Path to Trading

More information

INTRODUCTION THREE-YEAR STRATEGIC FRAMEWORK THREE-YEAR STRATEGIC FRAMEWORK 1

INTRODUCTION THREE-YEAR STRATEGIC FRAMEWORK THREE-YEAR STRATEGIC FRAMEWORK 1 THREE-YEAR STRATEGIC FRAMEWORK 1 THREE-YEAR STRATEGIC FRAMEWORK INTRODUCTION Community Reinvestment Fund, USA s (CRF) Strategic Plan for fiscal years 2017-2019 provides a three-year, comprehensive, realistic

More information

TRAVEL INCENTIVES WITH

TRAVEL INCENTIVES WITH TRAVEL INCENTIVES WITH ABOUT INCENTIVE TRAVEL WITH IMPACT365: IMPACT365 has a single minded focus on continuing to build strong bonds between the incentive travel host and its attendees. With a solid incentive

More information

// New Mission and Vision Statements

// New Mission and Vision Statements April 2, 2015 Dear Shareholders, Last year, I ended my letter to you by sharing our goals for 2014: I let you know we would invest in growing our core businesses, opportunistically acquire financial assets

More information

Managed Portfolio Solutions: Finding clarity in a complex investment landscape

Managed Portfolio Solutions: Finding clarity in a complex investment landscape Managed Portfolio Solutions: Finding clarity in a complex investment landscape Most people invest to fulfill important goals such as buying a home funding a child s education, starting a business, purchasing

More information

The Keating Group at Morgan Stanley. Everything Starts With A Plan

The Keating Group at Morgan Stanley. Everything Starts With A Plan The Keating Group at Morgan Stanley Everything Starts With A Plan 899 Cassatt Rd Ste 100 Berwyn, PA 19312 610-408-1944 / MAIN 800-345-3050 / TOLL-FREE 610-408-1908 / FAX http://www.morganstanleyfa.com/

More information

Institutional Investment Group

Institutional Investment Group Institutional Investment Group You have expectations. We raise them. At Brinker Capital, we build both wealth and relationships. It s what makes us different from other firms. We know that you want hands-on,

More information

YOUR GUIDE TO STRATEGIC PROPERTY INVESTMENT. Unlock your next investment opportunity

YOUR GUIDE TO STRATEGIC PROPERTY INVESTMENT. Unlock your next investment opportunity YOUR GUIDE TO STRATEGIC PROPERTY INVESTMENT Unlock your next investment opportunity Sound Property Group We are a property investment and education company specialised in sourcing strategic real estate

More information

Investments. ALTERNATIVES Build alternative investment portfolios. EQUITIES Build equities investment portfolios

Investments. ALTERNATIVES Build alternative investment portfolios. EQUITIES Build equities investment portfolios Investments BlackRock was founded by eight entrepreneurs who wanted to start a very different company. One that combined the best of a financial leader and a technology pioneer. And one that focused many

More information

Growth Through Partnership

Growth Through Partnership THE CPA ADVANTAGE Growth Through Partnership OPPORTUNITIES PARTNERS EXPERIENCE TC92715(1116)3 Cat No 62900(1116) GROWTH THROUGH opportunities partners experience PARTNERSHIP While CPAs and financial advisors

More information

Accelerating Performance IN THE HUMAN AGE

Accelerating Performance IN THE HUMAN AGE Accelerating Performance IN THE HUMAN AGE Investor Presentation Forward-Looking Statement This presentation includes forward-looking statements which are subject to known and unknown risks and uncertainties.

More information

A VISIBLY DIFFERENT APPROACH TO PHARMACY BENEFITS FOR GOVERNMENT

A VISIBLY DIFFERENT APPROACH TO PHARMACY BENEFITS FOR GOVERNMENT A VISIBLY DIFFERENT APPROACH TO PHARMACY BENEFITS FOR GOVERNMENT AN INNOVATIVE IDEA THAT CHANGED THE INDUSTRY In 2001, frustrated by the limitations and lack of transparency in the traditional pharmacy

More information

Page 1 healthalliance (FPSC) Limited Statement of Intent

Page 1 healthalliance (FPSC) Limited Statement of Intent Page 1 healthalliance (FPSC) Limited Statement of Intent 2017-2021 Page 1 healthalliance (FPSC) Limited Statement of Intent 2017-2021 Contents Message from the CEO... 4 About healthalliance (FPSC)... 5

More information

Investment Management Philosophy

Investment Management Philosophy Investment Management Philosophy Executive Overview The investment marketplace has grown increasingly complex and unpredictable for individual investors. This reality may make it difficult for many people

More information

Our Commitment to Taft-Hartley Plans

Our Commitment to Taft-Hartley Plans Our Commitment to Taft-Hartley Plans Solutions to maximize the value of your retirement program Integrity People Investments Technology Communications insure invest retire FOR PLAN SPONSOR USE ONLY NOT

More information

about us Authorised and regulated by the Financial Conduct Authority

about us Authorised and regulated by the Financial Conduct Authority about us Let s face it, seeing a financial adviser is never going to be top of your list for a fun afternoon. But deep down you know that getting professional advice on your finances would be time and

More information

Polimac Company d.o.o.

Polimac Company d.o.o. Polimac Company d.o.o. Sarajevo, Bosna i Hercegovina Your Reliable Partner TWO DECADES OF SUCCESSUFUL BUSINESS Polimac Company Ltd. is a private consulting company established in arch 1996, and since that

More information

Resource Allocation, Management, and Planning Presentation for Board of Regents

Resource Allocation, Management, and Planning Presentation for Board of Regents Resource Allocation, Management, and Planning Presentation for Board of Regents April 27, 2018 1 Industry Overview 2 Recent Trends in Budgeting A significant number of institutions have recently decided

More information

Defined Contribution Plans

Defined Contribution Plans RETIREMENT SERVICES Defined Contribution Plans Innovative solutions for your retirement plan $ CONFIDENT AWARE UNCERTAIN FOR PLAN SPONSOR USE ONLY. INVEST INSURE RETIRE The of vision MassMutual is an innovator

More information

Schemes spotlight 2016 First Edition

Schemes spotlight 2016 First Edition SCHEMES SPOTLIGHT 2016 Schemes spotlight 2016 First Edition The UK schemes market insight: An in-depth review of the schemes market Published by The number 1 UK brand for schemes 1 A foreword from UK General

More information

montanastatefund.com ANNUAL BUSINESS PLAN

montanastatefund.com ANNUAL BUSINESS PLAN montanastatefund.com ANNUAL BUSINESS PLAN January 1, 2018 through December 31, 2018 TABLE OF CONTENTS From the President... 1 Executive Summary... 2 Strategic Framework... 3 Key Success Measures... 4 Organizational

More information

ENVIRONMENTAL 360 THINKING. aspen-insurance.com

ENVIRONMENTAL 360 THINKING. aspen-insurance.com ENVIRONMENTAL 360 THINKING aspen-insurance.com ENVIRONMENTAL At Aspen, we are passionate about delivering innovative products and outstanding customer service to our broker partners and customers. Our

More information

INVESTMENT BROUGHT FORWARD

INVESTMENT BROUGHT FORWARD INVESTMENT BROUGHT FORWARD Science-driven with a human touch Pivot Point Advisors offers innovative strategies based on rigorously tested rules and objectively measurable data. Combined with methodical

More information

Well Being, Well Done

Well Being, Well Done Well Being, Well Done A Project of the Sudden Money Institute Well Being: A profound state of being found at the intersection of Life and Money. You can have it before you have accumulated large amounts

More information

SAN RAFAEL CITY COUNCIL AGENDA REPORT

SAN RAFAEL CITY COUNCIL AGENDA REPORT Agenda Item No: 5. b Meeting Date: March 3, 2014 SAN RAFAEL CITY COUNCIL AGENDA REPORT Department: Management Services Prepared by: Gus Bush, IT Manager City Manager Approvalll ~ SUBJECT: STATUS REPORT

More information

A Never-Ending Battle

A Never-Ending Battle A Never-Ending Battle In today s economy Americans are faced with a financial dilemma of epic proportions. Millions of individuals and families are struggling financially due to the overwhelming burdens

More information

REPORT. Home Ownership. We Exist to Strengthen Families Through Home Ownership. We Exist to. Strengthen A N NFamilies U A L Through Home Ownership.

REPORT. Home Ownership. We Exist to Strengthen Families Through Home Ownership. We Exist to. Strengthen A N NFamilies U A L Through Home Ownership. We Exist to Strengthen Families Through Home Ownership. We Exist to Strengthen We Exist to Strengthen Families Through Home Ownership. We Exist to Strengthen Families Through Home Ownership. We Exist to

More information

ARCS is an Enterprise Loan Management System designed for banks that manage large loan portfolios. Based on client feedback, the Key Benefits are:

ARCS is an Enterprise Loan Management System designed for banks that manage large loan portfolios. Based on client feedback, the Key Benefits are: ARCS Overview ARCS is an Enterprise Loan Management System designed for banks that manage large loan portfolios. Based on client feedback, the Key Benefits are: significant cost savings increased revenue

More information

A professional liability claim can have disastrous financial consequences for your clients.

A professional liability claim can have disastrous financial consequences for your clients. AGENT MATERIAL Hanover Professional Portfolio A professional liability claim can have disastrous financial consequences for your clients. HANOVER PROFESSIONAL PORTFOLIO Your best prospects don t realize

More information

Tax Technology. Our Approach. Service Line Overview

Tax Technology. Our Approach. Service Line Overview Tax Technology TAX TECHNOLOGY RYAN HAS PROVIDED BASF OUTSTANDING VALUE BY RECOVERING OVERPAID TAXES WHILE IDENTIFYING AND IMPLEMENTING TAX AUTOMATION SOLUTIONS, STREAMLINING TAX DECISION PROCESSES, AND

More information

Granite State Group at Morgan Stanley

Granite State Group at Morgan Stanley Granite State Group at Morgan Stanley 1000 Elm Street 14th Floor, Manchester, NH 03101 603-629-0200 / Main 800-726-6141 / Toll-Free 603-624-8199 / fax www.morganstanleyfa.com/granitestategroup Kurt.A.Patten@ms.com

More information

Brian Hammersley CFP, CRPS

Brian Hammersley CFP, CRPS WEALTH MANAGEMENT Brian Hammersley CFP, CRPS Portfolio Manager Vice President Financial Advisor 2211 York Rd., Suite 100 OAKBROOK, IL 60523 630-203-6157MAIN 800-755-9755 TOLL-FREE 630-756-4132 FAX www.morganstanley.com/fa/brian.hammersley

More information

Integrity Confidence Peace of Mind. Bannatyne Wealth Advisory Group

Integrity Confidence Peace of Mind. Bannatyne Wealth Advisory Group Integrity Confidence Peace of Mind Bannatyne Wealth Advisory Group Bannatyne Wealth Advisory Group At Bannatyne Wealth Advisory Group, we empower our clients to build and maintain their wealth, delivering

More information

DODEA ADMINISTRATIVE INSTRUCTION DODEA COMPREHENSIVE PLANNING SYSTEM

DODEA ADMINISTRATIVE INSTRUCTION DODEA COMPREHENSIVE PLANNING SYSTEM DODEA ADMINISTRATIVE INSTRUCTION 7045.01 DODEA COMPREHENSIVE PLANNING SYSTEM Originating Division: Capabilities and Initiatives Effective: September 17, 2018 Releasability: Approved by: Cleared for public

More information

5 STEPS TO DESIGNING AND LAUNCHING A STUDENT LOAN REPAYMENT PROGRAM A PRACTICAL GUIDE

5 STEPS TO DESIGNING AND LAUNCHING A STUDENT LOAN REPAYMENT PROGRAM A PRACTICAL GUIDE 5 STEPS TO DESIGNING AND LAUNCHING A STUDENT LOAN REPAYMENT PROGRAM A PRACTICAL GUIDE Student loan debt is one of many employees most daunting financial burdens. It s increasingly fueling decisions about

More information

3250 Interstate Drive Richfield, Ohio phone fax

3250 Interstate Drive Richfield, Ohio phone fax 3250 Interstate Drive Richfield, Ohio 44286 phone 330-659-8900 800-929-1500 fax 330-659-8901 www.natl.com YOU RE A PERSON, NOT A POLICY. To us, building an insurance experience around our customers is

More information

Canadian Property Tax

Canadian Property Tax Canadian Property Tax Ryan s North American Property Tax Team RYAN S CANADIAN PROPERTY TAX PRACTICE LEVERAGES MORE THAN 100 SEASONED PROPERTY TAX PROFESSIONALS WITH DECADES OF EXPERIENCE REDUCING THE PROPERTY

More information

INTRODUCTION BEST PRACTICES

INTRODUCTION BEST PRACTICES INTRODUCTION The importance of selecting the proper Outsourced CIO (OCIO) cannot be overstated. As fiduciaries, trustees are expected to act in the best interest of plan participants and their beneficiaries.

More information

Manage lending risk. Collateral protection.

Manage lending risk. Collateral protection. Manage lending risk. Collateral protection. saves you money saves your members Tracked Collateral Protection Insurance Brochure saves you time Blanket Physical Damage Coverage Sell Sheet Immediate Issue

More information

Introducing XL Catlin Five ways we ll power your business.

Introducing XL Catlin Five ways we ll power your business. Introducing XL Catlin Five ways we ll power your business. Separately, XL and Catlin were two strong, innovative companies. Together, we re even stronger. Contents Meet XL Catlin People to people Underwriting

More information

MTSD AD- HOC COMMUNITY ENGAGEMENT COMMITTEE RECOMMENDATIONS

MTSD AD- HOC COMMUNITY ENGAGEMENT COMMITTEE RECOMMENDATIONS The Ad- Hoc Community Engagement Committee (the Committee ) has been given the task by the Mequon Thiensville School District ( MTSD ) School Board: To study how to financially sustain the quality of MTSD,

More information

Office of the Provost University of Illinois at Urbana-Champaign. 3 February 2016

Office of the Provost University of Illinois at Urbana-Champaign. 3 February 2016 Office of the Provost University of Illinois at Urbana-Champaign BUDGET REPORT GUIDANCE FOR FY17: CTE, DRES, I 3, KAM, KCPA, SPURLOCK, UNIVERSITY LIBRARY, LAW LIBRARY 3 February 2016 The campus finds itself

More information

THE INSURANCE C-SUITE NEEDS A MAKEOVER MICHAEL REILLY RAVI MALHOTRA HEATHER SULLIVAN

THE INSURANCE C-SUITE NEEDS A MAKEOVER MICHAEL REILLY RAVI MALHOTRA HEATHER SULLIVAN THE INSURANCE C-SUITE NEEDS A MAKEOVER MICHAEL REILLY RAVI MALHOTRA HEATHER SULLIVAN Make no mistake, this is a disruptive time for the insurance industry. Accenture research finds that over 80 percent

More information

How Can Global In-house Centers in the Manufacturing Vertical Partner with Service Providers to Create More Value for their Enterprises?

How Can Global In-house Centers in the Manufacturing Vertical Partner with Service Providers to Create More Value for their Enterprises? 2015 AN EVEREST GROUP REPORT How Can Global In-house Centers in the Manufacturing Vertical Partner with Service Providers to Create More Value for their Enterprises? H. Karthik, Partner - Global Sourcing

More information

BrokerSpace 365 Agent Engagement

BrokerSpace 365 Agent Engagement BrokerSpace 365 Agent Engagement A N E N D T O E N D S O L U T I O N F O R A G E N T S, D E A L S, A N D C O N T R A C T S M A N A G E M E N T. Contact us 3600 136th Pl. S.E. Suite 317 Bellevue, WA 98006,

More information

CAN WE WALK BY YOUR SIDE?

CAN WE WALK BY YOUR SIDE? CHOOSE YOUR DAY! CAN WE WALK BY YOUR SIDE? Sheridan Road is an award-winning institutional retirement plan consulting and wealth management firm. Companies and individuals nationwide rely on us to provide

More information

Seasoned International Tax Professionals

Seasoned International Tax Professionals International Tax INTERNATIONAL TAX Seasoned International Tax Professionals RYAN S TEAM OF SEASONED INTERNATIONAL TAX PROFESSIONALS PROVIDES IN-DEPTH EXPERTISE IN ALL AREAS OF INCOME TAX, TRANSFER PRICING,

More information

PIB EMPLOYEE BENEFITS

PIB EMPLOYEE BENEFITS PIB EMPLOYEE BENEFITS We focus on your benefits, so you can focus on your business www.pib-insurance.com About PIB EMPLOYEE BENEFITS PIB is at the forefront of delivering and providing services and advice

More information

INSURANCE FOR THE HEALTHCARE INDUSTRY

INSURANCE FOR THE HEALTHCARE INDUSTRY INSURANCE FOR THE HEALTHCARE INDUSTRY YOUR WORLD, OUR KNOWLEDGE In your world, the patient comes first. Every minute of every day, you are focused on them. In our world, you come first. For more than half

More information

PLAN DESIGN STRATEGIES FOR SUCCESS

PLAN DESIGN STRATEGIES FOR SUCCESS PLAN DESIGN STRATEGIES FOR SUCCESS PLAN DESIGN STRATEGIES FOR SUCCESS EXECUTIVE SUMMARY In the past, many financial advisors centered their retirement plan service model around their investment expertise.

More information

Steps to Financial Freedom Achieving lifelong financial

Steps to Financial Freedom Achieving lifelong financial Steps to Financial Freedom Achieving lifelong financial success can sometimes seem like an overwhelming task. However, when developed step by step, you can gain long-term control of your finances. Setting

More information

NONPROFIT & HUMAN SERVICES

NONPROFIT & HUMAN SERVICES NONPROFIT & HUMAN SERVICES Specialized Coverage for Nonprofit and Human Services Organizations Superior protection and risk management resources to help you safeguard the communities you serve. The work

More information

PRUDENTIAL FINANCIAL PLANNING SERVICES. The Difference Financial Planning Can Make

PRUDENTIAL FINANCIAL PLANNING SERVICES. The Difference Financial Planning Can Make PRUDENTIAL FINANCIAL PLANNING SERVICES The Difference Financial Planning Can Make Your Current Financial Situation If you re like most people, you ve taken some steps to reach a few of your financial goals.

More information

Program: Library Services Program Based Budget Page 199

Program: Library Services Program Based Budget Page 199 Program: Library Services Program Based Budget 2015 2017 Page 199 Program: Oakville Public Library Vision Statement: Love the experience. Mission Statement: Building community by connecting people and

More information

The Physician-Owned Management Services Organization

The Physician-Owned Management Services Organization The Physician-Owned Management Services Organization By Joe Laden www.onemso.com/consulting A Management Services Organization (MSO) is a legal entity created to provide management and administrative services

More information

City of Prince Albert YEAR STRATEGIC PLAN

City of Prince Albert YEAR STRATEGIC PLAN 5 City of Prince Albert YEAR STRATEGIC PLAN 2015-2020 City of Prince Albert Introduction Members of City Council, along with Senior Administration, attended a two-day Strategic Planning Session for the

More information

Our Value Proposition to Financial Professionals

Our Value Proposition to Financial Professionals RETIREMENT SERVICES Our Value Proposition to Financial Professionals PRODUCER USE ONLY NOT FOR CLIENT DISTRIBUTION INVEST INSURE RETIRE The of Our Value Proposition We believe in the value financial professionals

More information

Purpose built trading platform for ILOs. MobileILO.com

Purpose built trading platform for ILOs.  MobileILO.com Purpose built trading platform for ILOs www.ilocx.com MobileILO.com What is an ILO? Initial licence offerings, also known as ILOs are a revenue-based form of raising money for seed stage and startup stage

More information

Strategic Plan

Strategic Plan 2018 2021 Strategic Plan Prepared and Submitted for Review: May 10, 2018 Adopted by ERFC Board of Trustees: May 17, 2018 Letter from ERFC Executive Director and Chief Investment Officer The ERFC 2018 2021

More information

The Rise of the Exponential Actuary TM

The Rise of the Exponential Actuary TM The Rise of the Exponential Actuary TM Actuaries have the opportunity to spend more time as business strategists and offering voices to the C-suite. Opportunity: The transformation of the actuarial profession

More information

Mission Align 360. Implementation Road Map

Mission Align 360. Implementation Road Map Mission Align 360 Implementation Road Map A process by which an organization, such as a foundation, examines all capital including human, financial and philanthropic for allocation toward its mission and

More information

Value Added Tax Specialists

Value Added Tax Specialists Value Added Tax VALUE ADDED TAX Value Added Tax Specialists Brendan F. Moore, President, Ryan International, European and Asia-Pacific Operations, leads a team of seasoned value added tax professionals

More information

Introduction. The Assessment consists of: A checklist of best, good and leading practices A rating system to rank your company s current practices.

Introduction. The Assessment consists of: A checklist of best, good and leading practices A rating system to rank your company s current practices. ESG / CSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting www.corostrandberg.com September 2017 Introduction This ESG / CSR / Sustainability Governance

More information

Fiduciary Insights OCIO PERFORMANCE MEASUREMENT AND ANALYSIS. Overcoming the Challenges of Evaluating the Returns of OCIO Providers

Fiduciary Insights OCIO PERFORMANCE MEASUREMENT AND ANALYSIS. Overcoming the Challenges of Evaluating the Returns of OCIO Providers OCIO PERFORMANCE MEASUREMENT AND ANALYSIS Overcoming the Challenges of Evaluating the Returns of OCIO Providers LACK OF UNIFORMITY IN PERFORMANCE REPORTING STANDARDS AMONG OUTSOURCED CIO (OCIO) PROVIDERS

More information

Financing HIV. Collaboration and Innovation between Public Health and Medicaid Agencies

Financing HIV. Collaboration and Innovation between Public Health and Medicaid Agencies Financing HIV PREVENTION SERVICES Collaboration and Innovation between Public Health and Medicaid Agencies case studies This case study is a part of a white paper published by the National Alliance of

More information

ACPM BRIEF TO THE GOVERNMENT OF CANADA DEPARTMENT OF FINANCE

ACPM BRIEF TO THE GOVERNMENT OF CANADA DEPARTMENT OF FINANCE ACPM BRIEF TO THE GOVERNMENT OF CANADA DEPARTMENT OF FINANCE PENSION CONSULTATION PAPER: ENSURING THE ONGOING STRENGTH OF CANADA S RETIREMENT INCOME SYSTEM Friday, April 30, 2010 Prepared by: Government

More information

Prepared Remarks of William J. Wilkins, IRS Chief Counsel Federal Bar Association Tax Section March 5, 2010

Prepared Remarks of William J. Wilkins, IRS Chief Counsel Federal Bar Association Tax Section March 5, 2010 Prepared Remarks of William J. Wilkins, IRS Chief Counsel Federal Bar Association Tax Section March 5, 2010 It s a pleasure to address this group. I think most of us count ourselves as fortunate to have

More information

ADMINISTRATIVE REPORT

ADMINISTRATIVE REPORT ADMINISTRATIVE REPORT Report Date: December 1, 2017 Contact: Amanda Gibbs Contact No.: 604.871.6106 RTS No.: 011924 VanRIMS No.: 08-2000-20 Meeting Date: December 12, 2017 TO: FROM: SUBJECT: Vancouver

More information

Fuels and Excise Tax

Fuels and Excise Tax Fuels and Excise Tax FUELS AND EXCISE TAX Value-Added Tax Strategies and Services Ryan has been a trusted partner that has delivered substantial value and tax savings for many years, while sharing their

More information

LIQUIDITY A measure of the company's ability to meet obligations as they come due. Financial Score for Restaurant

LIQUIDITY A measure of the company's ability to meet obligations as they come due. Financial Score for Restaurant Dear Client: In an effort to bring you more value as a financial management advisor, we have initiated a program to present your financial statements in an easier-to-read and more useful format. We are

More information

The qualified plan experts. We sit on the same side of the table. And guide you through the process.

The qualified plan experts. We sit on the same side of the table. And guide you through the process. The qualified plan experts We sit on the same side of the table. And guide you through the process. WHAT S THE BEST PLAN FOR ME AND MY PEOPLE? IS A CASH BALANCE PLAN RIGHT FOR ME? AM I SATISFYING MY FIDUCIARY

More information