Andrea James

Compliance Manager, KeyWealth

Role
Compliance Manager at Key Wealth
Location
Portland, ME, US
LinkedIn followers
500 followers

About Andrea James

Experienced Compliance Manager with a demonstrated history of working in the financial…

Experience

  1. Compliance Manager

    Key Wealth

    May 2025 — Present

Skills

  • Financial Accounting
  • Management
  • Microsoft Office
  • Financial Analysis
  • Wealth Management
  • Teamwork
  • Banking
  • Risk Management
  • Long-Term Customer Relationships
  • Research
  • Public Speaking
  • Investment Banking
  • Social Networking
  • Finance
  • Cash Handling Experience
  • Problem Solving
  • Portfolio Management
  • Loans
  • Teller Operations
  • Leadership
  • Customer Service
  • Bloomberg Terminal
  • Microsoft Word
  • Social Media
  • Microsoft Sql Server
  • Financial Services
  • Powerpoint
  • Microsoft Excel

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Andrea James — Compliance Manager at Key Wealth in Portland, ME, US | Unifers