Margaret Baer
Chief Compliance Officer at Savant Wealth Management
- Role
- Chief Compliance Officer at Savant Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Margaret Baer
Senior executive focused on leading the operations, client administration and compliance for registered investment advisors and mutual funds.
Experience
Chief Compliance Officer
Feb 2020 — Present · Chicago, IL, US
Oversee the design, implementation and monitoring of the firm’s compliance program. Provide subject matter expertise with regards to compliance and regulatory matters. Promote a culture of compliance through open communication and pro-active employee training.
Education
Loyola University Chicago
Master of Business Administration (MBA), Finance
1995
Illinois State University
Bachelor of Science, Finance
1989
Skills
- Mergers & Acquisitions
- Securities
- Finance
- Asset Management
- Project Management
- Derivatives
- Financial Analysis
- Bloomberg
- Strategic Planning
- Asset Managment
- Business Strategy
- Client Relations
- Account Management
- Hedge Funds
- Alternative Investments
- Equities
- Investments
- Fixed Income
- Vendor Management
- Business Process Improvement
- Financial Services
- Regulatory Compliance
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Management
- IT Operations
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