Don Pollard Email & Phone Number
CEO and CCO @ Intersource Consulting Group
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Don Pollard Location
- New York, NY, US
Don Pollard Work
- CEO and CCO @ (January 2016 - Present)
- AML Officer @ Newport Coast Securities, Inc. (October 2015 - July 2016)
- Branch Office Manager and Compliance Officer @ Brookville Capital Partners LLC (March 2014 - March 2015)
- Sr. Controls Analyst @ (November 2010 - August 2012)
- Vice President of Client Service @ (March 2010 - September 2010)
- Manager @ DCI (January 2009 - January 2010)
- Control Administrator AVP @ (November 2005 - May 2009)
- Manager @ (January 2004 - January 2005)
- Supervisor @ (January 2003 - January 2005)
- Manager @ (January 1995 - January 2001)
- Account executive @ Waterhouse Securities (January 1993 - January 1995)
Don Pollard Education
- St. Joseph's University New York
BS (Organizational Managment)
2001-2010
Don Pollard Skills
- Legal Writing
- Branch Management
- Securities
- Training
- Fixed Income
- Internal Controls
- Electronics
- Quality Assurance
- Vendor Relationship Management
- Capital
- Asset Allocation
- Contractual Agreements
- Suitability
- Insurance
- Policy
- Rules
- Outlook
- Organizational Management
- Business Partner
- Series 7
- Networking
- Overseeing
- Management
- Accounting
- Leadership
- Risk
- Microsoft Excel
- Strategic Financial Planning
- Business Development
- Operations
- Client Services
- New York City
- Temporary Placement
- Israel
- Scheduling
- Marketing
- Oats
- Options
- Portfolio Management
- Investments
- Reports
- Operational Excellence
- Financial Planning
- Series 63
- Banking
- Financial Services
- Microsoft Office
- Windows 7
- Salesforce.com
- Securities Regulation
- GoToMeeting
- Compliance
- Risk Management
- Agents
- Hard Copy
- Relationship Management
- Mutual Funds
- Responsibility
- Flat Patterning
- Trains and Add Rails
- Traders
- Customer Retention
- Bonds
- Anti Money Laundering
- Regulations
- Adjustments
- Call Centers
- Facilitation
- Reporting
- Reviews
- Trading
- Meetings
- Business Services
- Start Ups
- On Budget
- Complaints
- Branch Operation
- Retail Sales
- Microsoft Word
- Springs
- CRM
- Customer Relationship Management Crm
- Loa
- Wealth Management
- FINRA
- Project Management
- Gold
- Revenue
- Terminations
- Policies and Procedures
- Financial Risk
- Site Operations
- Intelligence
- Calls
- Investment Strategies
- Retirement Planning
- Customer Service
- Resolve
- Asset Management
- Series 24
- Auditing
- Sales
- Equities
- Interviews
- Electronic Trading Systems
- Associate Development
- Instrumental
- Finance
- PowerPoint
- Margin Improvement
- Service Levels
- Customer Relationship Management
Don Pollard Summary
- Don Pollard, based in New York, NY, US, is currently a CEO and CCO at Intersource Consulting Group LLC.. Don Pollard brings experience from previous roles at Newport Coast Securities, Inc., Brookville Capital Partners LLC, MetLife Financial Services and AppCrown. Don Pollard holds a 2001 - 2010 BS in Organizational Managment @ St. Joseph's University New York. With a robust skill set that includes Legal Writing, Branch Management, Securities, Training, Fixed Income and more. Don Pollard has 3 emails and 1 mobile phone numbers on RocketReach.
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