Loretta Carbonelli Email & Phone Number
Chief Compliance Officer @ Ventum Financial
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Loretta Carbonelli Location
- Napanee, ON, CA
Loretta Carbonelli Work
- Chief Compliance Officer @ (February 2025 - Present)
- Chief Compliance Officer (pending regulatory approval) @ (February 2025 - March 2025)
- Chief Compliance Officer @ (September 2023 - February 2025)
- Chief Compliance Officer @ (November 2016 - September 2023)
- Compliance Officer @ Mawer Direct Investing LTD. (December 2015 - November 2016)
- CCO and COO @ Perron & Partners Wealth Management Corp (April 2013 - December 2015)
- Program Manager @ (March 2012 - April 2013)
- Branch Administrator @ (June 2009 - February 2012)
Loretta Carbonelli Education
- Glenforest Secondary School
- University of Waterloo
Loretta Carbonelli Skills
- A senior compliance and operational professional with over 20 years experience i
- Equities
- Financial Services
- Securities
- Wealth Management
- Portfolio Management
- Management
- Investments
- Asset Management
- Administration
- Fixed Income
- Investment Advisory
- Financial Planning
- Financial Analysis
Loretta Carbonelli Summary
- Loretta Carbonelli, based in Greater Napanee, ON, CA, is currently a Chief Compliance Officer at Ventum Financial. Loretta Carbonelli brings experience from previous roles at Ventum Financial, Optimize Wealth Management, CWB Wealth Management and Mawer Direct Investing LTD.. Loretta Carbonelli holds a Glenforest Secondary School. With a robust skill set that includes A senior compliance and operational professional with over 20 years experience i, Equities, Financial Services, Securities, Wealth Management and more. Loretta Carbonelli has 2 emails and 1 mobile phone numbers on RocketReach.
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