Customer Profile Based On The Information You Provided

I have had work experience in customer service jobs giving me skills, and the ability to work with different types of people in many situations. I pay close attention to detail and I am a very hard worker. I am friendly, punctual, and eager to learn new skills about early childhood development. I work well with others and have many ideas to improve the company. I am currently studying elementary education at Sierra College, and have taken courses pertaining to child and human development. I am also currently looking to obtain a CPR and first aid training certificate.

For Investment A: (40 – 25)/ 10= 1.5 standard units= close to 94% to get the 40 million in return

1. In terms of my personal characteristics, risk preference, and market beliefs, I concluded my investment philosophy as the following:

When we look at 75% occupancy, the rate of return (net earnings divided by amount invested) is $298,000/$3,525,000 = 8.4%. . This return should be regarded as low; as the

Policies are documents within the work place put together, influenced by law, by the manager. The policy will be designed around an area of practice that needs to be evidenced as being in line with law. The document gives a list of procedures for carrying out the task required,

4(a) Harvard’s Policy Portfolio is a portfolio within a group of asset classes including different instruments. It can be used as a benchmark to evaluate the performance of investment strategies.

I am an investment analyst with experience across a broad array of asset classes: equity, credit, structured products, and managed funds. Currently, I conduct fixed income analysis as a member of Manhattan Life Group’s investment team. As an Analyst, I research investment opportunities through bottom-up fundamental analysis of financial statements employing a high emphasis on managing risk to preserve capital and generate returns.

Mackay Macpherson Investment ManagementSpecialists in all aspects of corporate and personal financial planning, incorporating protection,...

LearnRite estimates that venture investors should earn about a 40 percent average annual compound rate of return.

I have already created a financial plan for my family and me. I’ve been gainfully employed for the last 11 years at a local career training school in downtown Cleveland and have been promoted multiple times so my goals and aspirations will be a little different than most of the class. For the purpose of this assignment, I will create a new 5 year plan, which will probably go up in smoke as soon as my wife has our first baby (due in less than 2 months), and will use my experience in the workforce as well as a few other sources to complete the assignment.

Consequently, the research involving places at PetSmart, Petco, and K9 Innovations is where I spent time observing and connecting with people from these segments. Providing a profile on the “persona” of my target user, includes my customers core needs, attitudes, behaviors, and purchase preferences (Meyer & Crane). Ordinarily, my customer demographics would consist of households without any children or adult children living outside the pet owner’s household. The attitude of the average animal owner, value their beloved pets while appreciating the health benefits from a skilled groomer. This adds to the customer needs of brushing, combing, bathing, nail trimming, and proper ear care which is imperative to remove dirt and parasites from

My initial investment which I purchased on each stock that I acquired were as follows: 1) Microsoft Corporation purchased 475. 38 shares of stock at the price of $52.59; 2) Ford Corporation purchased 188.39 shares of stock at the price of $13.27 and 3) Nike purchased 188.39 shares at the price of $13.27.

You are aware of the information investors want to see, why they want to see it and how you can convey it convincingly.

An Investment Policy Statement (IPS) serves as a blueprint for your investment strategy and lays the foundation for setting up your portfolio management process. We will follow the portfolio management process that will consist of:

All of them were very impressive up until I got to the last investor. I circled the name a few times, pondering on where I had seen it before. There was an uneasiness which raged in the pit of my stomach. Something felt off, but I couldn’t quite put my finger on it. In an attempt to quench these fears, I began to investigate the circled name’s background.