Jill Email
Chief Administrative Officer @ LourdMurray
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Jill Location
- Los Angeles, CA, US
Jill Work
- Chief Administrative Officer @ (December 2023 - Present)
- Executive Director - Operations and Compliance @ (April 2017 - December 2023)
- Operations, Compliance and Technology Consultant @ (February 2016 - January 2018)
- Director of Operations and Chief Compliance Officer @ Gupta Wealth Management (March 2014 - September 2016)
- AVP Implementation Consultant @ (June 2013 - March 2014)
- Director of Client Services, Chief Compliance Officer @ Rainier Group Investment Advisory LLC (January 2001 - April 2013)
- Operations Manager @ Paine Webber (March 2000 - March 2001)
- Inside Sales Support @ NEXL Network Systems (January 1999 - January 2000)
- Inside Sales Support @ (May 1996 - November 1998)
Jill Education
- UCLA Extension
Accounting
Jill Skills
- Customer Relationship Management (CRM)
- Due Diligence
- Financial Services
- Human Resources (HR)
- Investment Advisory
- Investments
- Mergers & Acquisitions (M&A)
- Operating Budgets
- Operations Management
- P&L Management
- Performance Reporting
- Regulatory Compliance
- Risk Management
- Series 24
- Series 65
- Series 7
- Wealth Management
- Wealth Management Services
Jill Summary
- Jill, based in Los Angeles, CA, US, is currently a Chief Administrative Officer at LourdMurray. Jill brings experience from previous roles at LourdMurray, Integrity First Consulting, Gupta Wealth Management and Tamarac Inc.. Jill holds a Accounting @ UCLA Extension. With a robust skill set that includes Customer Relationship Management (CRM), Due Diligence, Financial Services, Human Resources (HR), Investment Advisory and more. Jill has 1 emails on RocketReach.
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