Robert Franklin

Chief Compliance Officer

Role
Chief Compliance Officer at Equity Services, Inc
Location
Montpelier, VT, US
LinkedIn followers
500 followers

About Robert Franklin

A highly experienced, result-oriented professional with 14 years experience in all areas of compliance for providers of financial services. Project Management – Management of projects from initiation to final execution. Ability to work with diverse departments to achieve a consensus that complies with regulatory requirements while maintaining an overall focus on corporate goals and initiatives.Expertise- In depth knowledge of: Securities Act of 1933, The Investment Act of 1940, AML, Regulation S-P.

Experience

  1. Chief Compliance Officer

    Equity Services, Inc

    Sep 2023 — Present · Montpelier, VT, US

Education

  • Texas Tech University

    POLS, Political Science and Government

    1993 — 1997

Skills

  • Uniform Combined State Law
  • Alternative Investments
  • Broker-Dealer
  • Anti Money Laundering
  • Financial Risk
  • Asset Management
  • Investments
  • Financial Services
  • Internal Audit
  • Due Diligence
  • Equities
  • Series 7
  • Insurance
  • Series 24
  • Finra
  • Wealth Management
  • Aml
  • Securities
  • Compliance
  • Investment Advisory
  • Project Management
  • Mutual Funds
  • Risk Management
  • Series 63
  • Series 65

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Robert Franklin — Chief Compliance Officer at Equity Services, Inc in Montpelier, VT, US | Unifers