Taylor MacDonald Email & Phone Number
VP, Compliance Officer (Financial Crimes Compliance) @ Canaccord Genuity Inc.
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Taylor MacDonald Location
- Boston, MA, US
Taylor MacDonald Work
- VP, Compliance Officer (Financial Crimes Compliance) @ (January 2023 - Present)
- VP, Head of Supervision @ (May 2022 - December 2022)
- Regional Supervisory Principal @ (August 2018 - May 2022)
- Sr. Operations Principal - Broker and Dealer Operations @ (February 2016 - August 2018)
- Principal Review Specialist @ (October 2015 - February 2016)
- Compliance Operations Manager @ (September 2013 - September 2015)
- Director of Operations @ (February 2013 - August 2013)
- Suitability and Surveillance Analyst @ (July 2011 - January 2013)
- Investment Services Administrator @ (November 2007 - July 2011)
Taylor MacDonald Education
- Keene State College
Bachelor of Science (B.S.) (Business Administration and Management, General)
2004-2007
Taylor MacDonald Skills
- AML
- Analysis
- Customer Service
- FINRA
- Financial Advisory
- Financial Services
- Fixed Annuities
- Investments
- KYC Verification
- Lagree Level 1 Certified
- Management
- Microsoft Office
- Operations Management
- Problem Solving
- Process Improvement
- Regulatory Compliance
- Relationship Management
- Securities
- Series 24
- Series 63
- Series 7
- Suitability
- Surveillance
- Time Management
Taylor MacDonald Summary
- Taylor MacDonald, based in Boston, MA, US, is currently a VP, Compliance Officer (Financial Crimes Compliance) at Canaccord Genuity - Global Capital Markets. Taylor MacDonald brings experience from previous roles at Cadaret Grant, LPL Financial, John Hancock Financial Network at Signator Investors, Inc and Fifth Third Securities. Taylor MacDonald holds a 2004 - 2007 Bachelor of Science (B.S.) in Business Administration and Management, General @ Keene State College. With a robust skill set that includes AML, Analysis, Customer Service, FINRA, Financial Advisory and more. Taylor MacDonald has 2 emails and 3 mobile phone numbers on RocketReach.
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