Bill McDonnell
- Role
- Senior Compliance Manager at One Capital Management, Llc
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Compliance Manager
Feb 2022 — Present
Senior Compliance Manager for SEC registered investment adviser managing the FundX Upgrader Mutual Funds and separate accounts.
Skills
- Alternative Investments
- Asset Management
- Litigation
- Civil Litigation
- Securities Law
- Investment Company Act
- Corporate Law
- Aml
- Asset Allocation
- Mutual Funds
- Series 65
- Due Diligence
- Investment Advisers Act
- Corporate Governance
- Derivatives
- Investment Advisory
- Ofac
- Anti Money Laundering
- Finra
- Broker-Dealer
- Hedge Funds
- Privacy
- Arbitration
- Risk Management
- Compliance
- Securities
- Contract Negotiation
- Series 24
- Financial Services
- Commercial Litigation
- Legal Compliance
- Securities Regulation
- Trading
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