Liz Email & Phone Number
Chief Compliance Officer; Gusto Investment Services and Gusto Brokerage @ Gusto
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Liz Location
- Solana Beach, CA, US
Liz Work
- Chief Compliance Officer; Gusto Investment Services and Gusto Brokerage @ (January 2022 - Present)
- Director Of Compliance @ (December 2021 - January 2022)
- Senior Compliance Manager @ (December 2020 - December 2021)
- Compliance Consulting for the Financial Services Community @ Greyline Partners, LLC (February 2019 - December 2020)
- Compliance and Operations Manager @ (January 2018 - December 2020)
- Operations Associate @ (January 2016 - December 2017)
- Operations Analyst @ (March 2015 - January 2016)
- Email Communications Specialist @ (April 2013 - February 2015)
- Client Service Associate @ Financial Network Limited (January 2011 - March 2013)
- Financial Professional @ (September 2009 - November 2010)
- Retail Lockbox, Remittance Processor @ (March 2008 - July 2009)
- Central Deposit, ATM Processor @ (September 2006 - March 2008)
Liz Education
- Central Connecticut State University
Bachelor's degree (Accounting)
2004-2008
Liz Skills
- Mutual Funds
- Series 7
- Compliance Procedures
- Equities
- 401k
- Series 24
Liz Summary
- Liz, based in Solana Beach, CA, US, is currently a Chief Compliance Officer; Gusto Investment Services and Gusto Brokerage at Gusto. Liz brings experience from previous roles at Guideline, Greyline Partners, LLC and CircleUp. Liz holds a 2004 - 2008 Bachelor's degree in Accounting @ Central Connecticut State University. With a robust skill set that includes Mutual Funds, Series 7, Compliance Procedures, Equities, 401k and more. Liz has 1 emails and 1 mobile phone numbers on RocketReach.
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Solana Beach, CA, US
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