Jeff Press Email & Phone Number
Senior Regulatory Compliance Professional @ Compliance Risk Concepts (CRC)
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Jeff Press Location
- Portland, OR, US
Jeff Press Work
- Senior Regulatory Compliance Professional @ (August 2020 - Present)
- Board Member @ Greater Portland Compliance Association (August 2014 - Present)
- Managing Director @ (October 2019 - August 2020)
- President and CCO @ Bumped Financial LLC (March 2018 - June 2019)
- Senior Field Risk Manager @ (August 2016 - March 2018)
- Director of Compliance @ Aequitas Capital Receivership (December 2015 - July 2016)
- Compliance Director and Chief Compliance Officer StanCorp Investment Advisers, Inc. and StanCorp Equities @ (January 2013 - November 2015)
- Director of Compliance @ Euro Pacific Capital (September 2010 - December 2011)
- Senior Compliance Consultant @ (December 2008 - September 2010)
- Compliance and Risk Management @ (October 2005 - December 2008)
Jeff Press Education
- SUNY Empire State College
BS (Finance)
2012-2013 - The Wharton School
C.R.C.P. (Law)
2006-2008 - Nassau Community College
AA Liberal Arts (Finance)
1996-1997
Jeff Press Skills
- Series 24
- Surveillance
- AML
- Actimize
- FINRA
- Compliance
- Suitability
- NYSE Rule
- WSP
- 1940 Act
- Series 4
- Series 53
- CRCP
- KYC
- Form ADV
- Advertising Review
- Securities Act of 1933
- RIA
- Written Supervisory Procedures
- NASD Rule
- Branch Audit
- SARS
- 206(4)-7
- SMARSH
- IARD
- CRD
- Branch Examination
- Form U-4
- Financial Services
- Securities
- Mutual Funds
- Investments
- Series 7
- Equities
- Management
- Risk Management
- Insurance
- Series 63
- Due Diligence
- Alternative Investments
- Fixed Income
- Series 57
- Series 79
- Series 65
- Cybersecurity
- Regulatory Compliance
- Form U 4
- Portfolio Management
- 2064 7
- Strategic Planning
- Strategy
- Microsoft Office
- Microsoft Excel
- Business Strategy
- Returns
- Litigation
- Registered Investment Advisor
- Anti Money Laundering
- High Pressure
- Operational Control
- Expenses
- Location
- Sales
- Community
- Brokerage
- Operating Expenses
- Mentoring
- Finance
- Policy Development
- Cycles
- Oversight
- Mainframe
- Cost Effective
- Real Estate
- Complaints
- Steel Detailing
- Revenue
- Coaching
- Corporate Actions
- Change Agent
- New Account
- Metrics
- Commissioned Art
- Keyword
- Clearing
- Career Management
- Auditing
- Office Equipment
- Staffing Analysis
- PowerPoint
- Liberal Arts
- Lean Manufacturing
- Human Resources
- Pennsylvania
- Exams
- Securities Regulation
- Methodology
- Scorecard
- Settlement
- System
- Telecommunications
- Business Services
- Bloomberg
- Education
- Utilization
- Reports
- Trading Desk
- Element
- Creative Solutions
- Strategies
- Consolidation
- Training
- BMC Remedy
- Policy
- Supervisory
- Customer Service
- Press
- Streamline
- Streamlining
- Project Management
- System Monitoring
- Reporting
- Time Tracking
- High Performance Computing
- Downstream Oil And Gas
- Corporate Risk
- Written
- Consumables
- Tactics
- Business Partnering
- R
- Yahoo
- C
- Coordination
- Retail
- Tactical Management
- Applications
- Sales Practices
- Thompson
- Communication
- Schedules
- Detail
- Regulatory Risk
- Best Execution
- Advertising
- Operations
- Renovation
- Risk Assessment
- Goal Setting
- One On One
- Sales Trainings
- Cashiering
- Philosophy
- Remediation
- Software Lifecycle
- Golang
- Strategic Communications
- SEC Regulations
- Service Levels
- Vendor Relationship Management
- Brokers
- Utility
- Internal Audit
- Six Sigma
- Regulations
- Business Units
- Efficient
- Executive Management
- Branches
- Structured Finance
- Moves
- Compliance Oversight
- New York
- Reviews
- Wrap
- ADP Payroll
- Software
- Morningstar
- Margin Improvement
- Underwriting
- Microsoft Word
- Notary Public
- Rate
- Agents
- Internal Controls
- Retail Brokerage
- Interviews
- Interest Rates
- Deadline
- Aa
- Trading Operations
- Staff Development
- Registrations
- CPOE
- Trading
- Risk
- SAP FI
- Meetings
- Support Staff
- Traders
- Performance Management
- Dealers
- 206 7
Jeff Press Summary
- Jeff Press, based in Portland, OR, US, is currently a Senior Regulatory Compliance Professional at Compliance Risk Concepts (CRC). Jeff Press brings experience from previous roles at Greater Portland Compliance Association, Templar Shield, Bumped Financial LLC and Thrivent Financial. Jeff Press holds a 2012 - 2013 BS in Finance @ SUNY Empire State College. With a robust skill set that includes Series 24, Surveillance, AML, Actimize, FINRA and more. Jeff Press has 2 emails and 2 mobile phone numbers on RocketReach.
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