Naomi Ackley Email & Phone Number
Chief Compliance Officer @ Annex Wealth Management
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Naomi Ackley Location
- Waukesha, WI, US
Naomi Ackley Work
- Chief Compliance Officer @ (September 2020 - Present)
- Compliance Specialist @ (September 2019 - September 2020)
- Chief Compliance Officer - Operations Manager @ (September 2014 - September 2019)
- Client Experience Panel (formerly known as Operations Panel) @ (June 2016 - January 2019)
- Office Manager @ CedarPoint Investment Advisors, Inc. (April 2013 - September 2014)
- Financial Administrator @ Pervasive Health (June 2012 - May 2013)
Naomi Ackley Education
- Northwood University
Bachelor of Business Administration (Management)
2011-2012 - College of DuPage
Associates of Applied Science (Management)
2008-2010 - Kettle Moraine High School
High School Diploma
Naomi Ackley Skills
- Leadership
- Regulatory Compliance
- Process Improvement
- Data Analysis
- Financial Statements
- Strategic Planning
- Management
- Public Speaking
- Portfolio Management
- Managerial Finance
- Customer Relationship Management Crm
- Banking
- Td Ameritrade Institutional
- Trading
- Middle Office
- Financial Accounting
- Financial Analysis
- Asset Allocation
- Invoicing
- Budgets
- Customer Relationship Management
Naomi Ackley Summary
- Naomi Ackley, based in Waukesha, WI, US, is currently a Chief Compliance Officer at Annex Wealth Management. Naomi Ackley brings experience from previous roles at Annex Wealth Management, Midland Financial Advisors, Inc., TD Ameritrade Institutional and CedarPoint Investment Advisors, Inc.. Naomi Ackley holds a 2011 - 2012 Bachelor of Business Administration in Management @ Northwood University. With a robust skill set that includes Leadership, Regulatory Compliance, Process Improvement, Data Analysis, Financial Statements and more. Naomi Ackley has 2 emails and 2 mobile phone numbers on RocketReach.
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Naomi Ackley
Chief Compliance Officer
Waukesha, WI, US
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