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KYC/AML Specialist with nearly 10 years of experience in opening, amending, reviewing, and exiting clients according to established policies and pr... View More
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Certifications
- 802090673
Dynamic and results-driven Talent Acquisition professional with extensive experience in leading recruitment teams and enhancing operational efficiency... View More
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Enthusiastic and detail-oriented professional with extensive experience in regulatory compliance, operational management, and project optimization. Hi... View More
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Certifications
- FINRA: Series 24, Series 7, SIE
- NASAA: Series 65, Series 63
- State Department of Insurance: Life & Health Insurance
Strategic-thinking professional with 8 years of experience building relationships, cultivating partnerships, retaining top accounts and growing profit... View More
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Extensive experience securing complex and regulated organizations, protecting company assets, aligned with business objectives. Successful at various ... View More
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Public Policy and Fiscal Analyst with multi-sector experience in financial analysis, administrative operations, and regulatory compliance. Proven expe... View More
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Certifications
- Securities Industry Essentials (SIE), FINRA, 07/01/25
Professional paralegal with robust experience in legal support and team management. Skilled in legal research, case preparation, and document review,... View More
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Experienced professional with a proven ability to manage multiple projects and re-prioritize workloads as necessary. Demonstrates strong judgment, pol... View More
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Dynamic IT Director with a proven track record at Boeing Employee Credit Union, driving digital transformation and architectural excellence. Expert in... View More
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Certifications
- Certified SAFe 5 Agilist, 04/01/22, Scaled Agile Framework Certification Training
- Certified Business Technology Professional - Core Banking, 02/01/22, Skillsoft
Meticulous Certified Financial Planner™ with over 20+ years of experience in financial planning, management and client counseling. Evaluates client si... View More
Top Skills
Certifications
- Certified Financial Planner (CFP), CFP Board, 04/2023, 10/2024, 450491
- Series 63 and 65
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, Nebraska Department of Insurance, 10/2022, 10/2024, 9869559





