Wendy M. Email & Phone Number
Vice President, Marketing and Advertising Compliance @ Performance Trust Capital Partners
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Wendy M. Location
- New York, NY, US
Wendy M. Work
- Vice President, Marketing and Advertising Compliance @ (March 2024 - Present)
- Executive Director @ (January 2010 - April 2023)
Wendy M. Education
- Stony Brook University
Bachelor of Science - BS (Biology, General)
Wendy M. Skills
- Advertising and Marketing Communications Review
- Alternative Investments
- Analytical Skills
- Approval
- Asset Allocation
- Attention to Detail
- Broker-Dealer Compliance
- Business Relationship Management
- Collaborative
- Communication
- Compliance
- Compliance Management
- Deadline Oriented
- Dedicated
- External Communications
- External Relationships
- FINRA
- Financial Advisory
- Fixed-Income Investing
- Internal Audits
- Internal Communications
- Internal and External Communications
- Investments
- Leadership
- Management
- Marketing
- Marketing Strategy
- Marketing and Advertising Communications
- Media Relations
- Policies & Procedures
- Presentation Skills
- Presentations
- Proactive
- Problem Solving
- Regulatory Compliance
- Regulatory Requirements
- Relationship Development
- Retirement Planning
- Risk Management
- Risk Management
- Sales Literature
- Series 24
- Series 7
- Service Levels
- Skilled Multi-tasker
- Social Media
- Team Leadership
- Team Management
- Teamwork
- Wealth Management
- Series 63
- Sales
- Strategic Planning
- Project Management
Wendy M. Summary
- Wendy M., based in New York, NY, US, is currently a Vice President, Marketing and Advertising Compliance at Performance Trust Capital Partners. Wendy M. brings experience from previous roles at Morgan Stanley Smith Barney. Wendy M. holds a Bachelor of Science - BS in Biology, General @ Stony Brook University. With a robust skill set that includes Advertising and Marketing Communications Review, Alternative Investments, Analytical Skills, Approval, Asset Allocation and more. Wendy M. has 2 emails and 1 mobile phone numbers on RocketReach.
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