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
- Compliance Manager @ (April 2022 - Present)
- Executive Assistant @ (October 2021 - April 2022)
- Branch Office Administrator @ (January 2020 - June 2021)
- Supervisor and New Business Development @ Juste Hors D’oeuvres & Much, Much, More (April 2016 - August 2020)
- Project Manager @ (September 2019 - December 2019)
Lisa Calandra Education
- Fashion Institute of Technology
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
1987-1991
Lisa Calandra Skills
- AML
- Account Management
- Anti Money Laundering
- Banking
- Client Services
- Customer Service
- Employee Training
- FINRA
- Finance
- Financial Services
- Insurance
- Internal Audits
- Investments
- Leadership
- Legal Compliance
- Management
- Marketing
- Mergers
- Mergers & Acquisitions
- Microsoft Office
- Portfolio Management
- Project Coordination
- Project Management
- Recruiting
- Regulatory & Compliance Issues & Concerns
- Regulatory Inquiries
- Risk Management
- S.6 & 63
- SMO
- Sales
- Sales Force
- Sales Management
- Securities
- Securities Registration
- Series 24
- Series 7
- Social Media Management
- Social Media Marketing
- State & SRO Regulator Relationships
- Wealth Management
- S.6 And 63
- Mergers
- Regulatory And Compliance Issues And Concerns
- 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 AML, Account Management, Anti Money Laundering, Banking, Client Services and more. Lisa Calandra has 3 emails and 2 mobile phone numbers on RocketReach.
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