Loretta Carbonelli Email & Phone Number
Chief Compliance Officer @ Ventum Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Loretta Carbonelli Location
- Napanee, ON, CA
Loretta Carbonelli Work
- 2025 -now Chief Compliance Officer @
- 2025 -2025 Chief Compliance Officer (pending regulatory approval) @
- 2023 -2025 Chief Compliance Officer @
- 2016 -2023 Chief Compliance Officer @
- 2015 -2016 Compliance Officer @ Mawer Direct Investing LTD.
- 2013 -2015 CCO and COO @ Perron & Partners Wealth Management Corp
- 2012 -2013 Program Manager @
- 2009 -2012 Branch Administrator @
Loretta Carbonelli Education
- University of Waterloo
- Glenforest Secondary School
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 University of Waterloo. 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.
Looking for a different Loretta Carbonelli?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co