Jennifer Vawter
Creator of Processes, Events, Experiences | Reviewer of Advertisements | Morale Cheerleader
- Role
- Advertising Principal at Osaic
- Location
- Melbourne, FL, US
- LinkedIn followers
- 500 followers
About Jennifer Vawter
Driven professional and leader who develops innovative strategies and processes to meet…
Experience
Advertising Principal
Dec 2021 — Present
Apply SEC and FINRA advertising regulations applicable to communications with the public- Serve as a subject matter expert to financial advisors on matters pertaining to advertising compliance. Assist internal business partners to understand and comply with advertising laws, rules and regulations- Ensure marketing materials are compliant with advertising requirements and industry best practices- Maintain effective working relationships with areas across the organization as well as with regulators- The Osaic Foundation, Outreach Program Leader: 2023 - Present- Virtual Employee Activities Committee (VEAC), Chairperson: 2022 - Present- Employee Engagement Group Member: 2022 - Present- 2023 Values Visionaries Award Finalist - Think Big. And Small, Show Up. Every Time, Work Together. As One- 2022 Values Visionaries Award Finalist - Think Big. And Small.
Skills
- Microsoft Excel
- Analysis
- Portfolio Management
- Retirement Planning
- Organization
- Databases
- Banking
- Organizing
- Salesforce.com
- Customer Service
- Series 7
- Investments
- Insurance
- Administration
- Uniform Combined State Law
- Problem Solving
- Marketing
- Financial Services
- Life Health & Variable Annuity 2-15 License
- Microsoft Office
- Sales
- System Administration
- Analytical Skills
- Management
- Securities
- Series 66
- Leadership
- Microsoft Word
- Team Leadership
- Finance
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