Jason Rosenberg

Chief Compliance Officer at Realterm

Role
Chief Compliance Officer at Realterm
Location
Montgomery Village, MD, US
LinkedIn followers
500 followers

Experience

  1. Chief Compliance Officer

    Realterm

    May 2022 — Present · US

Education

  • Frostburg State University

    MBA, business management

    1991 — 1993

  • Frostburg State University

    Bs, Business Administration

    1989 — 1991

Skills

  • Aml
  • Series 7
  • Asset Allocation
  • Anti Money Laundering
  • Series 24
  • Investment Strategies
  • Alternative Investments
  • Corporate Finance
  • Mergers
  • Investment Advisory Services
  • Etfs
  • Finance
  • Derivatives
  • Investment Company Compliance
  • Portfolio Management
  • Mergers
  • Investments
  • Series 63
  • Internal Investigations
  • Mergers & Acquisitions
  • Corporate Law
  • Registered Investment Advisor
  • Asset Management
  • Investment Advisers Act
  • Securities Regulation
  • Securities
  • Manager Due Diligence
  • Financial Services
  • Investment Advisor Compliance
  • Fund of Funds
  • Hedge Fund Compliance
  • Operational Due Diligence
  • Wealth Management
  • Broker-Dealer
  • Private Equity Compliance
  • Hedge Funds

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