Jarrell White

Background

About Jarrell White

I have Over 10 Years' Experience in the Financial Services Industry and fraud prevention; excellent critical thinking, & oral/written communication and listening skills, works independently; design & prepare analytical reports and Excel spreadsheets, develop & recommend alternative approaches to problems, act in an advisory capacity to senior specialist; understanding of brokerage and pension annuities, mutual funds, trading & accounting; experience supporting managed accounts; ability to manage sensitive client interactions; maintain effective and professional relationships with advisory professionals, clearing firm and internal business units; possesses broker/dealer regulatory knowledge, including FINRA,SEC, IRC and MSRB; investment advisor regulatory knowledge; interact frequently with customers & peers; works toward continuous improvement in policies, procedures & processes; compliance along with all regulatory requirements