Jeffrey Morandi
Managing Director, Chief Compliance Officer at Berkshire Residential Investments
- Role
- Managing Director, Chief Compliance Officer at Berkshire
- Location
- Franklin, MA, US
- LinkedIn followers
- 500 followers
About Jeffrey Morandi
Seasoned compliance professional with fifteen years experience in the financial services industry. Consult with private equity firms, hedge funds, mutual funds and investment advisers on a broad range of compliance initiatives, including mock SEC examinations, registration readiness and compliance program assessments. Proven ability to manage multiple projects at once and deliver timely results on budget. Extensive knowledge of the Investment Adviser’s Act of 1940, the Investment Company Act of 1940, ERISA, and international securities laws. Excellent communication and client service skills.Specialties: Mock SEC Exams, Registration Readiness, Gap Analysis, Compliance Program Assessments, Securities Valuation, Best Execution
Experience
Managing Director, Chief Compliance Officer
Jan 2024 — Present · Boston, MA, US
Education
Babson College
BS, Finance & Investments
1992 — 1996
Boston College
MBA, Finance
1999 — 2002
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.