Corey Gomes Email & Phone Number
Chief Compliance Officer @ Evergreen Wealth
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Corey Gomes Location
- Chapel Hill, NC, US
Corey Gomes Work
- Chief Compliance Officer @ (January 2025 - Present)
- Compliance Manager @ (August 2024 - January 2025)
- Director of Client Solutions, Relationship Manager @ (January 2022 - August 2024)
- Lead Compliance Associate - Team Lead, Client Solutions @ (January 2020 - December 2021)
- Senior Associate, Operations and Compliance Technology @ (September 2017 - December 2019)
- Senior Associate, Compliance and Fund Administration @ (July 2015 - September 2017)
- Assistant Vice President - Fixed Income Cash Control and Regulatory Reporting @ (February 2013 - July 2015)
- Senior Analyst - Prime Services Equity Fail Control @ (June 2010 - February 2013)
- Analyst - Loan Operations Control @ (September 2008 - May 2010)
- Intern @ (June 2006 - August 2008)
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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