2007 -2022 Principal: Life, Health, Annuities. Principal and Agent: Property and Casualty @ Winslow, Evans & Crocker Insurance Agency, Inc.
2005 -2022 Executive Vice President. Chief Compliance Officer. @
2004 -2014 Vice President @ The Retirement Plan Company, LLC
2003 -2014 President. Treasurer. Director of Compliance @
1998 -2002 Assistant Vice President . Dealer Services and Sales Support @ Pioneer Investment Management, Inc.
Leonid Crcp Education
Peter the Great St.Petersburg Polytechnic University
Bachelors
1985-1992
Leonid Crcp Skills
Trading
Wealth Management
Enterprise Risk Management
Investment Strategies
Alternative Investments
Financial Markets
Financial Advisory
Start-ups
Prime Brokerage
Working with Brokers
Broker-Dealer Compliance
Investment Advisory
Broker-Dealer Operations
Insurance Brokerage
Investment Brokerage
Institutional Investments
Investment Portfolios
Investment Advisory Services
Suitability Analysis
SUITABILITY
DOL
Fiduciary Services
FIDUCIARY
Legal Compliance
Regulatory Compliance
Compliance Management
Compliance Regulations
Leonid Crcp Summary
Leonid Crcp, based in Brookline, MA, US, is currently a Chief Compliance Officer at Armstrong Advisory Group. Leonid Crcp brings experience from previous roles at Winslow Wealth Management, LLC, Winslow, Evans & Crocker Insurance Agency, Inc., Winslow, Evans & Crocker, Inc. and The Retirement Plan Company, LLC. Leonid Crcp holds a 1985 - 1992 Bachelors @ Peter the Great St.Petersburg Polytechnic University. With a robust skill set that includes Trading, Wealth Management, Enterprise Risk Management, Investment Strategies, Alternative Investments and more. Leonid Crcp has 2 emails and 3 mobile phone numbers on RocketReach.
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