Lisa Calandra Email & Phone Number
Compliance Manager @ Strategic Family Wealth Counselors, LLC
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Lisa Calandra Location
- Fairfield, NJ, US
Lisa Calandra Work
- 2022 -now Compliance Manager @
- 2021 -2022 Executive Assistant @
- 2020 -2021 Branch Office Administrator @
- 2016 -2020 Supervisor and New Business Development @ Juste Hors D’oeuvres & Much, Much, More
- 2019 -2019 Project Manager @
- 2014 -2017 Consultant @ LL Innovative Consulting
- 2016 -2017 Office Manager @ NEXGEN FINANCIAL, LLC.
- 2002 -2014 Associate Director - Compliance Officer and Manager @
- 1999 -2002 SR. Registration Coordinator and NASD Account Administrator @ IFMG Securities, Inc
- 1997 -1999 Institutional Services Coordinator @ IFMG
- 1994 -1997 Senior Sales and Service Representative @
Lisa Calandra Education
- Fashion Institute of Technology
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
1987-1991
Lisa Calandra Skills
- State & SRO Regulator Relationships
- Securities Registration
- Social Media Marketing
- Employee Training
- Regulatory & Compliance Issues & Concerns
- Regulatory Inquiries
- Social Media Management
- S.6 & 63
- FINRA
- Banking
- AML
- Finance
- Insurance
- Management
- Marketing
- Mergers
- Recruiting
- Risk Management
- SMO
- Sales
- Securities
- Series 24
- Series 7
- Anti Money Laundering
- Portfolio Management
- Investments
- Leadership
- Mergers & Acquisitions
- Financial Services
- S.6 And 63
- Mergers
- Sales Force
- Regulatory And Compliance Issues And Concerns
- Customer Service
- State And Sro Regulator Relationships
- Mergers and Acquisitions
Lisa Calandra Summary
- Lisa Calandra, based in Fairfield, NJ, US, is currently a Compliance Manager at Strategic Family Wealth Counselors, LLC. Lisa Calandra brings experience from previous roles at Private Advisor Group, Edward Jones, Juste Hors D’oeuvres & Much, Much, More and REDYREF Interactive Kiosks. Lisa Calandra holds a 1987 - 1991 Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services @ Fashion Institute of Technology. With a robust skill set that includes State & SRO Regulator Relationships, Securities Registration, Social Media Marketing, Employee Training, Regulatory & Compliance Issues & Concerns and more. Lisa Calandra has 4 emails and 2 mobile phone numbers on RocketReach.
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