Ines Collazo
Financial Investment Manager | Retail | Strategic Initiatives | Customer Support Director
- Role
- Compliance Consultant at Northwestern Mutual
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Ines Collazo
Energetic leader with experience in efficiently running call centers, contact centers…
Experience
Compliance Consultant
Mar 2025 — Present
Review investment transactions—including new accounts, subsequent transactions, and trade monitoring—to ensure compliance with regulatory requirements and company policies. Consult with financial representatives via phone to provide guidance on compliance procedures and support their business needs. Approve accounts and provide principal-level support to ensure smooth onboarding and adherence to firm standards.
Education
City University of New York-Brooklyn College
Bachelor of Science (BS)
University of Dallas
MBA
Skills
- Real Estate License
- Service Level Management
- Investment Properties
- Entrepreneurship
- Project Planning
- Program Management
- Microsoft Office
- Mentoring
- Team Building
- Social Media
- Strategic Planning
- Marketing
- Client Retention Programs
- Sales
- Spanish
- Sellers
- Technical Recruiting
- Team Leadership
- Public Speaking
- Foreclosures
- Director
- Budgets
- Project Management
- New Business Development
- Negotiation
- Marketing Strategy
- Business Strategy
- Contract Negotiation
- Management
- Business Process Improvement
- Leadership
- Collaborative Leadership
- Retail
- Account Management
- Coaching
- Operations Management
- Purchasing
- Analysis
- Residential Homes
- Strategic Visionary
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