Candice Gilman Email & Phone Number
Chief Compliance Officer @ Stirlingshire
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Candice Gilman Location
- Philadelphia, PA, US
Candice Gilman Work
- Chief Compliance Officer @ (August 2026 - Present)
- Senior Compliance Officer @ (March 2022 - August 2026)
- Compliance Manager @ (April 2018 - March 2022)
- Brokerage Principal @ Capital One Investing (December 2015 - April 2018)
- Registered Client Associate @ (October 2010 - December 2015)
Candice Gilman Education
- Old Dominion University
BS
2004-2006 - Tidewater Community College
AS
1999-2000
Candice Gilman Skills
- Compliance Management
- Regulatory Compliance
- Independent Broker-Dealer
- Investments
- Investment Advisory
- Estate Planning
- Securities
- Strategic Planning
- Equities
- Insurance
- Asset Allocation
- Portfolio Management
- Securities Regulation
- Legal Compliance
- Mergers
- Mergers & Acquisitions (M&A)
- Investment Strategies
- Investment Management
- Financial Planning
- Succession Planning
- Insurance Planning
- Asset Protection
- Business Strategy
- Corporate Governance
- Consulting
- Private Equity
- Registered Investment Advisor
- Management
- Investment Advisory Services
- FINRA
- Compliance Regulations
- Tax Planning
- Estate Tax Planning
- Multi-generational Planning
- College Education Planning
- Protection Planning
- RIAs
- Broker-Dealer
- Broker-Dealer Operations
- Financial Advisory
- Policies & Procedures
- Regulatory Requirements
- Series 24
- Wealth Management Services
Candice Gilman Summary
- Candice Gilman, based in Philadelphia, PA, US, is currently a Chief Compliance Officer at Stirlingshire. Candice Gilman brings experience from previous roles at SoFi, CoastalOne, Capital One Investing and Wells Fargo Advisors. Candice Gilman holds a 2004 - 2006 BS @ Old Dominion University. With a robust skill set that includes Compliance Management, Regulatory Compliance, Independent Broker-Dealer, Investments, Investment Advisory and more. Candice Gilman has 2 emails and 2 mobile phone numbers on RocketReach.
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