Cindy Cotter Email & Phone Number
Compliance Product Officer, VP @ Citi
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Cindy Cotter Location
- New York, United States
Cindy Cotter Work
- 2023 - now Compliance Product Officer, VP @
- 2021 - now Product Management -Insurance and Annuities @
- 2020 - 2021 Officer, Compliance Product Intermediate Analyst @
- 2019 - 2020 Policy Reviewer @
- 2012 - 2019 Vice President @ HSBC Securities (USA) Inc.
- 2009 - 2012 Assistant Vice President, Annuities Operations @ HSBC Securities (USA) Inc.
- 2003 - 2009 Insurance Compliance Operations Analyst @ HSBC Insurance Agency
- 2001 - 2003 Senior Securites Processing Specialist @ HSBC Trust
- 2000 - 2001 Broker Dealer Service Representative @ HSBC Investments USA
- 1997 - 2000 Group Leader and Discount Brokerage Cashier @ M&T Securities, Inc.
Cindy Cotter Education
- University at Buffalo
Bachelor's degrees (Architecture)
Cindy Cotter Skills
- Life Insurance
- Fixed Annuities
- Management
- Project Management
- Case Management
- AML
- Leadership
- Customer Service
- Training
- SmartOffice
- Straight Through Processing
- Compliance Operations
- KYC
- Suitability Review
- Variable Annuities
- Risk Management
- Suitability Analysis
- Compulife
- iPipeline
- WinFlex
Cindy Cotter Summary
- Cindy Cotter, based in New York, United States, is currently a Compliance Product Officer, VP at Citi. Cindy Cotter brings experience from previous roles at Citi, Specific Solutions, Inc. and HSBC Securities (USA) Inc.. Cindy Cotter holds a Bachelor's degrees in Architecture @ University at Buffalo. With a robust skill set that includes Life Insurance, Fixed Annuities, Management, Project Management, Case Management and more. Cindy Cotter has 3 emails and 1 mobile phone numbers on RocketReach.
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