• Senior Advisor, PCG Branch Exams

    Raymond James Financial, Inc. (CO)
    …Abilities** **Advanced knowledge of:** + Concepts, practices, and procedures of the securities industry, broker/dealer compliance and/or branch exams + Rules and ... and skills obtained through experience, specialized training and/or certification in securities industry to conduct onsite* branch examinations of retail brokerage… more
    Raymond James Financial, Inc. (02/13/25)
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  • Senior Financial Reporting Manager II

    Truist (Charlotte, NC)
    …or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and ... other business units). + Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards. + Coordinate… more
    Truist (11/26/24)
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