Melody Potter Email

Manager, Compliance - Branch Review @ COSECO Insurance Company

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Melody Potter Location

Whitchurch-Stouffville, ON, CA

Melody Potter Work

2022 - now Manager, Compliance - Branch Review @ COSECO Insurance Company
2018 - 2022 Chief Compliance Officer @ Monarch Wealth Corp.
2014 - 2018 Chief Compliance Officer @ TeamMax Investment Corporation

2011 - 2013 Chief Compliance Officer @ HUB Capital Inc.
2005 - 2009 Provincial Compliance Officer @ CI Assante Wealth Management
2001 - 2004 Provincial Compliance Officer @ Partners in Planning Australia
1999 - 2001 Chief Compliance Officer @ World financial group
1995 - 1999 Vice President and Director, compliance Officer @ T.W. Austin Investments
1982 - 1988 Executive secretary internal Audit @ CIBC Wood Gundy
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Melody Potter Education

Spring Arbor University
B.A. (Music)
1978 - 1981

Melody Potter Skills

AML
Securities
Investment Advisory

Mutual Funds
Internal Audit
Securities Regulation
Auditing
Risk Management
Investment Compliance
Financial Services

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Melody Potter Summary

Melody Potter, based in Whitchurch-Stouffville, ON, CA, is currently a Manager, Compliance - Branch Review at The Cooperators. Melody Potter brings experience from previous roles at Monarch Wealth Corp., TeamMax Investment Corporation, HUB Capital Inc. and Assante Wealth Management. Melody Potter holds a 1978 - 1981 B.A. in Music @ Spring Arbor University. With a robust skill set that includes AML, Securities, Investment Advisory, Mutual Funds, Internal Audit and more. Melody Potter has 1 emails on RocketReach.

Melody Potter Emails

Found 1 emails

@gmail.com

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