Thomas Jenne Email & Phone Number
Consultant, OMR-Dostributor @ ACA Foreside
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Thomas Jenne Location
- Lancaster, PA, US
Thomas Jenne Work
- Consultant, OMR-Dostributor @ (October 2023 - Present)
- Compliance Associate @ (August 2021 - October 2023)
- Senior Advisor - Social Media and Advertising Supervision @ (July 2018 - October 2020)
- Field Supervision Specialist @ Hornor Townsend & Kent (October 2015 - April 2018)
- Branch Compliance Officer @ (May 2014 - September 2015)
- Investment Support Services and Trader @ BNY Mellon | Pershing (January 2014 - May 2014)
- MI Operations Business Continuity Team Lead @ BNY Mellon | Pershing (June 2012 - May 2014)
- New Accounts, Suitability, and Trade Review Principal @ BNY Mellon | Pershing (January 2010 - May 2014)
- Senior Operations Analyst @ PNC (June 2008 - July 2010)
- Senior Reconciliation Analyst @ PNC (March 2007 - June 2008)
Thomas Jenne Education
- The George Washington University School of Business
Bachelor's degree (Accounting)
2000-2005
Thomas Jenne Skills
- Compliance
- Supervision
- Series 24
- Series 7
- Series 66
- Trade Review
- Email Survelliance
- Risk Management
- Mutual Funds
- FINRA
- Mutual Fund Wrap
- Omnibus
- UMA
- SMA
- Investment Advisory
- Variable Annuities
- Equity Indexed Annuities
- Fixed Annuities
- IRAs
- 403 b
- 401k
- 457 Plans
- 529 Plans
- Coverdell
- Trading
- Back Office
- Accounting
- Middle Office
- Securities
- Financial Services
- Equities
- Investments
- Asset Management
- Portfolio Management
- Advertising Review
- Social Media Supervision
- Branch Examinations
Thomas Jenne Summary
- Thomas Jenne, based in Lancaster, PA, US, is currently a Consultant, OMR-Dostributor at ACA Foreside. Thomas Jenne brings experience from previous roles at Madison Avenue Securities, Raymond James, Hornor Townsend & Kent and Lincoln Investment. Thomas Jenne holds a 2000 - 2005 Bachelor's degree in Accounting @ The George Washington University School of Business. With a robust skill set that includes Compliance, Supervision, Series 24, Series 7, Series 66 and more. Thomas Jenne has 2 emails and 1 mobile phone numbers on RocketReach.
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