Compliance Manager @ (September 2019 - March 2022)
Director @ (September 2017 - September 2019)
IA Compliance Associate @ (February 2015 - September 2019)
Registered Client Service Manager @ The Cerato Group (March 2008 - February 2015)
Advisory Services Manager @ Lincoln Financial Group (November 2005 - March 2008)
Compliance Specialist @ Jefferson Pilot Financial (May 2005 - November 2005)
Katie Libby Education
Southern New Hampshire University
MS (International Business)
2003-2005
Southern New Hampshire University
BS (Business Administration)
2000-2003
Katie Libby Skills
Leadership
Financial Advisory
Team Building
Social Media
Public Speaking
Salesforce.com
Sales
Event Planning
Investments
Business Development
Strategic Planning
Community Development
Financial Services
Wealth Management
Mutual Funds
Microsoft Office
Marketing
Risk Management
Customer Service
Financial Analysis
Management
Series 7
Securities
Katie Libby Summary
Katie Libby, based in Deerfield, NH, US, is currently a Chief Compliance Officer at Global Forest Partners LP. Katie Libby brings experience from previous roles at Global Forest Partners LP, Foreside Financial Group, LLC and The Cerato Group. Katie Libby holds a 2003 - 2005 MS in International Business @ Southern New Hampshire University. With a robust skill set that includes Leadership, Financial Advisory, Team Building, Social Media, Public Speaking and more. Katie Libby has 2 emails and 3 mobile phone numbers on RocketReach.
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