Colleen Lindh Email & Phone Number
Chief Compliance Officer @ Bancroft Capital, LLC
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Colleen Lindh Location
- Philadelphia, PA, US
Colleen Lindh Work
- Chief Compliance Officer @ (March 2018 - Present)
- Chief Compliance Officer @ (June 2011 - March 2018)
- Vice President - Fixed Income Operations @ (January 2009 - March 2010)
- Vice President - Operations @ (September 2005 - January 2009)
- Vice President @ N. D. Meyer & Co., Inc. (June 1987 - September 2005)
Colleen Lindh Education
- Saint Joseph's University
Bachelor's degree (Accounting, Business Administration)
Colleen Lindh Skills
- Process Improvement
- Bloomberg
- Back Office
- Internal Controls
- Uniform Combined State Law
- Management
- Financial Services
- Leadership
- Contract Negotiation
- Accounting
- Financial Reporting
- Equities
- Fixed Income
- Finance
- Investments
- Portfolio Management
- Securities
- Series 7
- Social Media
- Microsoft Excel
- Advertising
- Strategic Planning
- Strategy
- Renters
- Administrative Assistance
- Anti Money Laundering
- Sales
- Quarterly Taxes
- Road
- Legal
- Data Conversion
- Municipalities
- Maple
- Financial Statements
- General Ledger
- Municipal Bonds
- Security
- Disbursement
- Journals
- Resolve
- Clearing
- Auditing
- Series 63
- Monitors
- Valuation
- Year End
- Philadelphia
- Reconcile
- Settlement
- Capital Markets
- System
- Real Time
- Finop
- Form 5500
- Reports
- Supervision
- FINRA
- Profit Sharing
- Trial Balance
- Operational Support
- Payroll
- Business Continuity Planning
- CPA
- Accreditation
- Yahoo
- C
- Coordination
- Order Management
- Meyer
- Operations
- Public Finance
- Income
- Websites
- Usa
- Policies and Procedures
- Regulations
- Well Rounded
- Trust
- Interfaces
- Tax
- Compliance
- Continuing Education
- Underwriting
- Business Continuity
- Cash
- Invoicing
- Commerce
- Trustee
- Financial Transactions
- Trading
- Syndicate
- Delivery
- Breaks
- Coordinate
Colleen Lindh Summary
- Colleen Lindh, based in Philadelphia, PA, US, is currently a Chief Compliance Officer at Bancroft Capital, LLC. Colleen Lindh brings experience from previous roles at Drexel Hamilton, LLC, TD Securities, Commerce Capital Markets and N. D. Meyer & Co., Inc.. Colleen Lindh holds a Bachelor's degree in Accounting, Business Administration @ Saint Joseph's University. With a robust skill set that includes Process Improvement, Bloomberg, Back Office, Internal Controls, Uniform Combined State Law and more. Colleen Lindh has 2 emails and 1 mobile phone numbers on RocketReach.
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