He has also been involved in negotiating asset management accounts
with regional sovereign wealth funds.
April 30 /PRNewswire-FirstCall/ -- SEI , a leading global provider of outsourced asset management, investment processing and investment operations solutions, today announced it has launched Insurance Premium Payment Program (IP3), a program for advisors that enables clients to automatically deduct payments for insurance premiums through their asset management accounts
He had a brief stint with Bear Stearns as a marketing executive for new asset management accounts
, before taking his current position with the Giuliani administration.
Mutual fund asset management accounts
, such as those offered by Merrill Lynch or Charles Schwab, enable households readily to transfer assets from bond and stock funds to checkable money market funds when needed.
DeMarino is responsible for the sales and servicing of designated insurance and asset management accounts
on the East Coast.
The Wells Fargo Financial Plans include, but are not limited to Full Service Brokerage Accounts, Wells Asset Management accounts
, WellsChoice account, and WellsSelect account.
Beyond the scheme of things, however, all asset management accounts
vary widely, and any interested investor would be wise to window-shop different vehicles before committing his or her hard-earned savings.
Since 1979, he has served as Vice President of Marketing or National Accounts Manager for SunAmerica Securities, Dreyfus Mutual Funds and Federated Investors involving mutual funds, pension fund programs and asset management accounts
The firm offers a complete range of investment and insurance products, including stocks, bonds, mutual funds, options, money market funds and fixed- and variable-rate annuities, life insurance and asset management accounts
Salem Five Investment Services, LLC offers stocks and bonds, mutual funds, asset management accounts
, annuities, domestic and foreign securities, as well as financial and retirement planning, portfolio review and professional money management services.
Frankola also sold Piercing Pagoda shares held in his personal account, as well as in ten asset management accounts
over which he had discretionary control.
a) Eligible assets include those held in USAA Private Investment Management, USAA Strategic Fund Adviser, USAA College Savings Plan (529) accounts, and USAA mutual funds; non-USAA managed assets held in USAA brokerage or Asset Management Accounts
(AMA) are not included in calculation of eligible assets.