Staci Compagno Email & Phone Number
Chief Compliance Officer, Co Founder @ Portside Wealth Group
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Staci Compagno Location
- Provo, UT, US
Staci Compagno Work
- 2023 -now Chief Compliance Officer, Co Founder @
- 2023 -now Business Development Manager @
- 2019 -2023 Chief Compliance Officer @ TownSquare Capital
- 2014 -2019 Chief Compliance Officer @ Allegis Investment Services
- 2014 -2018 Chief Compliance Officer @ Allegis Investment Advisors
- 2013 -2014 OSJ Branch Manager @
- 2010 -2013 Branch Controls Manager @
- 2010 -2010 Director of Compliance @ Insphere Securities
- 2008 -2010 Regional Compliance Director @
- 1998 -2008 Training Manager. Compliance @ Zions direct
- 1996 -1998 Operations @
Staci Compagno Education
- The Wharton School
Staci Compagno Skills
- CRCP designation
- Risk Management
- Business Process Improvement
- Internal Controls
- Internal Audit
- Internal Investigations
- AML
- Securities
- Auditing
- Investments
- Financial Services
- Outlook
- Organizational Effectiveness
- Management
- Training
- Series 24
- Compliance Testing
- Series 66
- Microsoft Outlook
- FINRA
- Series 63
- Oracle Applications
- Microsoft Word
- Microsoft Excel
- Hands On Training
- Training Delivery
- Sunguard
- Insurance
- Series 53
Staci Compagno Summary
- Staci Compagno, based in Provo, UT, US, is currently a Chief Compliance Officer, Co Founder at Portside Wealth Group. Staci Compagno brings experience from previous roles at Portside Wealth Group, TownSquare Capital, Allegis Investment Services and Allegis Investment Advisors. Staci Compagno holds a The Wharton School. With a robust skill set that includes CRCP designation, Risk Management, Business Process Improvement, Internal Controls, Internal Audit and more. Staci Compagno has 6 emails and 4 mobile phone numbers on RocketReach.
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Top Portside Wealth Group Employees
Will Snider
Co-Founder, COO
Mapleton, UT, US
Jeff Johnson
Investment Advisor Representative
Salt Lake City, UT, US
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