Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various
support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief
Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with
customers and orient them to various products and services Encourage high
customer retention by maintaining friendly, supportive
contact with existing clients Study internal literature to become an expert on products and services Provide administrative
support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and positivity
Ultimate Investors Real Estate Club, Inc. http://www.wbultimateinvestors.net
Contact: Wesley Barney Telephone: (718) 424-7583 When: Last Tuesday of each month, 7:00 pm Where: (see web site), New York City Orange County, New York - Real Estate Club
Contact: Carrie Jean Sabins Telephone: (845) 496-9035 When: Wednesdays, 8:00 pm Where: Washingtonville Business Center 32 West Main, Washingtonville Real Estate Investors of Central New York (REICNY) http://www.reicny.org
Contact: Carlotta Brown Telephone: (315) 458-4636 When: 2nd Wednesday of each month, 6:00 pm Where: Denny's, North Syracuse Western New York Real Estate Investors
Contact: Nick Sidoti Telephone: (716) 773-2980 When: 3rd Wednesday of each month, 7:00 pm Where: Hearthstone Manor DePew NY, Buffalo National Real Estate Symposium
Contact: Pamela Minyard Telephone: (914) 964-1177 When: 1st Wednesday of each month, 7:30 pm Where: Marriott Hotel, Manhattan, Between 45th & 46th St., NYC Long Island REIA (LIREIA) http://www.lireia.com
Contact: Maria Meyer or Celeste Stalkeer,
Customer Relations Telephone: (631) 504-6096 When: 2nd Tuesday of each month, 6:30 pm - 9:30 pm Where: Huntington Hilton 598 Broadhollow Rd., Melville Mid-Hudson Valley REIA http://www.mhv-reia.com
Contact: Curt Darragh Telephone: (877) 395-7653 When: 3rd Wednesday of each month, 7:30 pm Where: Hampton Inn & Suites, Route 9, Poughkeepsie Private Mortgage Investors of New York
Contact: Mark Levin Telephone: (917) 589-6226 When: Thursdays, 6:00 pm Where: 1800 Ocean Parkway, Brooklyn New York Millionaire REI Club
Contact: James Bayfield Telephone: (718) 341-2327 When: Thursdays, 7:00 pm - 9:00 pm Where: James's Basement, Jamaica Greater Westchester Real Estate Investors Association http://www.gwreia.com
Contact: Marlene Lambert Telephone: (917) 449-2009 When: 4th Tuesday of each month, 6:30 pm Where: Ramada Plaza, New Rochelle Real Real Estate Investors United
Contact: L. Anthony Telephone: (718) 432-2660 When: Please call Where: Please call, Bronx IN - Vest
Contact: Clair Telephone: (518) 454-9652 When: Varies Where: Malt River Brew Pub, Albany Christian Wealth Builders Club
Contact: Dr. Cyril Richards Telephone: (718) 452-3449 When: 1st Saturday of each month, 7:00 pm Where: 908 Willoughby Ave, Brooklyn The Wooley Group
Contact: Joseph Wooley Telephone: (716) 743-7567 When: 1st Tuesday of each month, 6:00 pm Where: Varies, Buffalo REI Club Long Island http://groups.yahoo.com/group/reiclublongisland
Contact: Michael Pine Telephone: (516) 395-2401 When: Thursdays, 6:30 pm Where: Looking for a new location, Long Island Money Matters
Contact: Robert Bertone Telephone: (845) 356-2369 When: To be announced Where: Chestnut Ridge, Rockland County Rochester Real Estate Investors Club http://www.RochesterREIClub.com
Contact: TJ Harrington Telephone: (585) 697-4088 When: 3rd Thursday of each month, 6:30 pm to 9:00 pm Where: Diplomat Banquet Center, Rochester Bronx Real Estate Investors Club (BREIC)
Contact: Chintz Telephone: (347) 427-4940 When: Sundays Where: please call Property Express REIC
Contact: Alexis Jackson Telephone: (718) 303-4350 When: Last Saturday of each month, time varies Where: varies, Brooklyn NYC Cashflow http://www.nyccashflow.com
Contact: Member
Support Telephone: (800) 428-9173 When: Time varies, see web site Where: see web site, New York City Central New York Real Estate Investment
Contact: Ricky Grillo Telephone: (315) 521-1990 When: Saturdays, 12:00 noon Where: Members homes, please call, Seneca Falls Brooklyn New York Real Estate Investment Club
Contact: Janet Meriwether Telephone: (917) 345-3045 When: Last Saturday of each month, times vary Where: Brooklyn Public Library, Dekalb Ave. Branch, Brooklyn Midstate Real Estate Investors Club
Contact: Ray Mannion Telephone: (607) 432-2423 When: 3rd Thursday of each month, Noon Where: Varies, please call, Oneonta Affordable Homes REIC of WNY
Contact: Sylvia Black Telephone: (716) 818-3739 When: 2nd & 4th Friday of each month, 7:30 pm Where: TBA, email for location, Buffalo Global
Executive Real Estate Investment Club
Contact: Schlondra Johns, Exec.