Melissa Culbert
- Role
- SVP, Internal Audit at Raymond James
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
Experience
SVP, Internal Audit
Jan 2020 — Present
Responsible for overseeing the Internal Audit function for both the Private Client Group and Asset Management business segments, which serve both retail and institutional investors. The scope of my oversight includes the firm’s brokerage and advisory services for all advisor affiliation channels; custody and/or clearing services provided to introducing broker-dealers or independent registered investment advisors; the complex products platform; the Carillon Towers Advisors, Inc. asset-management RIA and its affiliates, which also includes a family of mutual funds; and other corporate functions.
Skills
- Financial Risk
- Due Diligence
- Sarbanes-Oxley Act
- Internal Audit
- Gaap
- Financial Analysis
- Us Gaap
- Enterprise Risk Management
- Corporate Finance
- Financial Services
- Cash Management
- Internal Controls
- Financial Reporting
- Cpa
- Financial Modeling
- Sec Filings
- Auditing
- Finance
- Accounting
- Risk Management
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.