Ross Marlin

Director at DFP Partners

Role
Director at DFP Partners
Location
Ridgewood, NJ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Ross Marlin

Ross Marlin is a legal and compliance professional with more than eighteen years of experience in the securities industry. He serves as a compliance consultant for FINRA-regulated broker-dealers, helping to maintain and update their compliance programs. He also acts as CCO for several broker-dealers. In addition, he has conducted numerous OSJ, branch office, and AML examinations during his tenure with SDDco-RS. Prior to joining SDDco-RS, Mr. Marlin’s experience included approximately 6 years as an Examiner in FINRA’s Membership Application Program and over 5 years as a practicing attorney.

Experience

  1. Director

    DFP Partners

    Apr 2018 — Present · New York, NY, US

    Serve as Chief Compliance Officer for broker-dealer clients• Serve as a compliance consultant for broker-dealer clients, helping to create and maintain their compliance programs • Develop and update procedure manuals, including: Written Supervisory Procedures, AML Procedures, Business Continuity Plans, and Firm Element Training Programs.• Facilitate New Membership Applications and Continuing Membership Applications for clients. • Perform supervisory reviews of personal trading and email.• Perform supervisory controls testing in accordance with FINRA Rules 3120/3130.• Perform AML testing in accordance with FINRA Rule 3310.

Education

  • Rutgers Law School

    JD, Law

    1997 — 2000

  • New York University

    BA, Economics

    1993 — 1997

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Ross Marlin — Director at DFP Partners in Ridgewood, NJ, US | Unifers