Corey Gomes Email & Phone Number
Chief Compliance Officer @ Evergreen Wealth
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Corey Gomes Location
- Chapel Hill, NC, US
Corey Gomes Work
- 2025 -now Chief Compliance Officer @
- 2024 -2025 Compliance Manager @
- 2022 -2024 Director of Client Solutions, Relationship Manager @
- 2020 -2021 Lead Compliance Associate - Team Lead, Client Solutions @
- 2017 -2019 Senior Associate, Operations and Compliance Technology @
- 2015 -2017 Senior Associate, Compliance and Fund Administration @
- 2013 -2015 Assistant Vice President - Fixed Income Cash Control and Regulatory Reporting @
- 2010 -2013 Senior Analyst - Prime Services Equity Fail Control @
- 2008 -2010 Analyst - Loan Operations Control @
- 2006 -2008 Intern @
Corey Gomes Education
- North Carolina State University
Business Management (Finance)
2004-2008
Corey Gomes Skills
- Critical Thinking
- Marketing Compliance
- Product Management
- Compliance Training
- Compliance Auditing
- Financial Analysis
- Fixed Income
- Process Improvement
- Financial Risk
- Microsoft Excel
- Asset Management
- Settlement
- Banking
- Risk Management
- Equities
- Microsoft Office
- Sarbanes-Oxley Act
- Risk
- Excel
- Account Reconciliation
- SOX
- DTC
- Prime Brokerage
- OFAC
- Mitigation
- SWIFT messaging
- Trade Compliance
- Federal Reporting
- Business Analysis
- Data Analysis
- Business Requirements
- Project Management
- Requirements Analysis
- Microsoft PowerPoint
- Data Analytics
- Flow Charts
- Salesforce.com
- Morningstar
- Bloomberg
- User Acceptance Testing
- Regulatory Requirements
- Regulatory Compliance
- Management
- Financial Reporting
Corey Gomes Summary
- Corey Gomes, based in Chapel Hill, NC, US, is currently a Chief Compliance Officer at Evergreen Wealth. Corey Gomes brings experience from previous roles at Evergreen Money, Fairview® Investment Services and Fairview Investment Services. Corey Gomes holds a 2004 - 2008 Business Management in Finance @ North Carolina State University. With a robust skill set that includes Critical Thinking, Marketing Compliance, Product Management, Compliance Training, Compliance Auditing and more. Corey Gomes has 2 emails and 1 mobile phone numbers on RocketReach.
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