Maggie Schiffer
Fully Licensed FINRA Principal, 20+ Years Financial Services Professional
- Role
- Compliance Officer at Dalmore Group
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Maggie Schiffer
Fully (FINRA) licensed, degreed principal with over 20 years expertise as a financial industry professional; specializing in complex Ultra High Net Worth (UHNW) services including risk management, asset management, establishing various entities (trusts, foundations, estates, non- profits, etc.) to ensure generational wealth and advantageous tax planning; well versed in business development, increased production, compliance and operations management. Collaborated with senior management to create, implement, and train employees on risk and operational policies and procedures to enhance efficiency along with the quality of products and services. Tenacious in securing customer loyalty and cultivating key relationships with Centers of Influence (COIs) and business partners through exceptional service follow-through. Single-handedly executed many events including researcher roundtable discussions/panels, product rollouts and client appreciation affairs from cocktail hours/dinners to customized PGA Masters packages. Known for establishing new offices and presence in the Atlanta and Southeast regions.
Experience
Compliance Officer
Aug 2023 — Present
Education
Clark University
Bachelor of Arts, Management
1995 — 1999
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