Verified recordFinancial Services

Dylan Klein

Branch Compliance Examiner at Raymond James Ltd

Based in Vancouver, Canada

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Seniority

Staff

Department

Operations

Location

Vancouver

Industry

Financial Services

Company size

1.5K

Contact information

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Email

1 credit

d•••••••@raymondjames.ca

Phone

5 credits

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Background

About Dylan Klein

Financial Services Compliance Professional. A seasoned leader with experience training and developing over 30 employees. Skilled in supervising trades, overseeing compliance activities, and managing escalations. Strength in process improvement, reporting, and data analysis. Contributor to compliance enhancement initiatives. Proficient in Excel VBA, R, and Power BI.

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