Cherie Jolly Email & Phone Number
Chief Creative Officer, Dynamic Wealth Advisors @ Dynamic Advisor Solutions
Cherie Jolly's Location
Scottsdale, Arizona, United States
Cherie Jolly's Work
- Chief Creative Officer, Dynamic Wealth Advisors @ Dynamic Advisor Solutions
- Chief Compliance Officer @ Dynamic Advisor Solutions
- Senior Vice President, Director Investment Management Compliance and Chief Compliance Officer @ BOK Financial
- Vice President Wealth Management and Trust Compliance @ BBVA Compass
- Vice President, Corporate Compliance Manager @ Zions Bank
- Senior Compliance Officer and Osj @ Beneficial Financial Group
- Vice President Operations and Compliance @ Lincoln Financial Group
Cherie Jolly's Education
- Central European University
Associates
2010 - 2011
Cherie Jolly's Skills
- Auditing
- Series 63
- Gap Analysis
- Banking
- Anti Money Laundering
- Fixed Income
- Compliance Program Management
- Insurance
- Financial Planning
- Portfolio Management
Cherie Jolly's Summary
Cherie Jolly, based in Scottsdale, Arizona, United States, is currently a Chief Creative Officer, Dynamic Wealth Advisors at Dynamic Wealth Advisors, bringing experience from previous roles at Dynamic Wealth Advisors, Bok Financial, Bbva Compass and Zions Bank. Cherie Jolly holds a 2010 - 2011 Associates @ Central European University. With a robust skill set that includes Auditing, Series 63, Gap Analysis, Banking, Anti Money Laundering and more, Cherie Jolly contributes valuable insights to the industry. Cherie Jolly has 3 emails on RocketReach.
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