Curtis Calvert Email & Phone Number
Senior Compliance Officer @ Ozark National Life
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Curtis Calvert Location
- Kansas City, MO, US
Curtis Calvert Work
- 2025 -now Senior Compliance Officer @
- 2022 -now Compliance Director, CCO, CEO @
- 2013 -2021 Director @
- 2010 -2013 Sr. Compliance Principal @ VSR Financial Services
- 2000 -2010 Principal Examiner @
Curtis Calvert Education
- William Jewell College
BS (Accounting w/ Bus. Admin. Minor)
Curtis Calvert Skills
- FINRA
- Securities
- Investment Advisory
- Investments
- Asset Managment
- Mutual Funds
- AML
- Series 63
- Series 7
- Series 24
- Bank Secrecy Act
- Uniform Combined State Law
Curtis Calvert Summary
- Curtis Calvert, based in Kansas City, MO, US, is currently a Senior Compliance Officer at Ozark National Life. Curtis Calvert brings experience from previous roles at Patten Training & Review, Waddell & Reed, VSR Financial Services and FINRA. Curtis Calvert holds a BS in Accounting w/ Bus. Admin. Minor @ William Jewell College. With a robust skill set that includes FINRA, Securities, Investment Advisory, Investments, Asset Managment and more. Curtis Calvert has 2 emails and 1 mobile phone numbers on RocketReach.
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