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
- 2024 -now Chief Compliance Officer @
- 2024 -now Chief Compliance Officer @
- 2022 -2024 Director - Opererations Control @
- 2020 -2022 Vice President @
- 2019 -2020 VP- Risk and Supervision @
- 2012 -2018 U.S. Chief Compliance Officer @
- 2006 -2012 Senior Manager - Compliance @
- 2003 -2006 Senior Manager - Risk Management @
- 2000 -2003 Chief Compliance Officer @
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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