Compliance Officer - Assistant Vice President @ (September 2007 - November 2008)
Chief Compliance Officer and Chief Administrative Officer @ Acacia Wealth Advisors, LLC (April 2005 - August 2007)
Chief Compliance Officer and Vice President of Client Services @ Osher Van de Voorde Investment Management now known as Vantage Wealth (April 2004 - April 2005)
Associate - Personal Financial Counseling (PFC) Practice @ (July 2001 - March 2004)
Senior Associate @ (January 1999 - January 2001)
Kerrie R Education
California State Polytechnic University-Pomona 2001-2003
University of California, Santa Barbara
BA (Economics)
1997-1998
California Polytechnic State University-San Luis Obispo
(Business Administration)
1994-1997
Kerrie R Summary
Kerrie R, based in United States, is currently a Vice President of Compliance at Apercen Partners LLC. Kerrie R brings experience from previous roles at Intuitive Captive Solutions, CenturyLink Investment Management - part of Lumen Technologies, Riker Property Trust and TCW - Trust Company of the West. Kerrie R holds a 2001 - 2003 California State Polytechnic University-Pomona. Kerrie R has 4 emails and 2 mobile phone numbers on RocketReach.
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