Miranda O'Keefe Email & Phone Number
Chief Compliance Officer @ GradePoint Financial / 15 Wealth
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Miranda O'Keefe Location
- Houston, TX, US
Miranda O'Keefe Work
- Chief Compliance Officer @ (December 2024 - Present)
- Chief Compliance Officer @ (December 2024 - Present)
- Director - Opererations Control @ (April 2022 - December 2024)
- Vice President @ (November 2020 - April 2022)
- VP- Risk and Supervision @ (March 2019 - November 2020)
- U.S. Chief Compliance Officer @ (April 2012 - October 2018)
- Senior Manager - Compliance @ (April 2006 - April 2012)
- Senior Manager - Risk Management @ (August 2003 - April 2006)
- Chief Compliance Officer @ (January 2000 - January 2003)
Miranda O'Keefe Education
-
BA (Liberal Arts)
- Villanova University
Miranda O'Keefe Skills
- Compliance
- AML
- Mutual Funds
- Risk Management
- Series 7
- Insurance
- FINRA
- Risk Assessment
- Securities
- Series 24
- Compliance Management
- Investments
- Asset Management
- Equities
- Wealth Management
- Financial Services
- Series 63
- Trading
- Marketing
- Distribution
Miranda O'Keefe Summary
- Miranda O'Keefe, based in Houston, TX, US, is currently a Chief Compliance Officer at 15 Wealth. Miranda O'Keefe brings experience from previous roles at 15 Wealth, Charles Schwab and AIG Retirement Services. Miranda O'Keefe holds a BA in Liberal Arts. With a robust skill set that includes Compliance, AML, Mutual Funds, Risk Management, Series 7 and more. Miranda O'Keefe has 1 emails on RocketReach.
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