Andrea Greer

Andrea Greer Email and Phone Number

Senior Analyst, Third Party Risk and Performance Monitoring @ LPL Financial
Peoria, IL, US
Andrea Greer's Location
Peoria, Illinois, United States, United States
Andrea Greer's Contact Details

Andrea Greer personal email

n/a
About Andrea Greer

I am a driven, top performing professional who translates business goals into tangible results. My extensive experience in research and analysis, paired with more than 9 years of customer service and sales, allows me to be an effective problem solver who exceeds goals and brings value to business. Achiever|Learner|Individualization|Strategic|Relator

Andrea Greer's Current Company Details
LPL Financial

Lpl Financial

View
Senior Analyst, Third Party Risk and Performance Monitoring
Peoria, IL, US
Website:
lpl.com
Employees:
14027
Andrea Greer Work Experience Details
  • Lpl Financial
    Senior Analyst, Third Party Risk And Performance Monitoring
    Lpl Financial
    Peoria, Il, Us
  • Lpl Financial
    Senior Analyst, Third Party Risk & Performance Monitoring
    Lpl Financial Apr 2020 - Present
    San Diego, Ca, Us
  • Lpl Financial
    Analyst, Third Party Risk & Due Diligence
    Lpl Financial Mar 2018 - Apr 2020
    San Diego, Ca, Us
  • Bank Of America
    Senior Anti-Money Laundering (Aml) Ops Analyst
    Bank Of America May 2017 - Mar 2018
    Charlotte, Nc, Us
  • Accenture
    Aml/Kyc Analyst
    Accenture Jan 2017 - Mar 2018
    Dublin 2, Ie
    • Acted as an enhanced due diligence (EDD)/Know Your Customer (KYC) analyst, assisting with peer-to-per QA reviews for document gap analyses and enrichment of documents required for missing fields in existing KYC forms• Researched and validated entity data using appropriate internal and external data sources (i.e. Lexis-Nexis, Dun & Bradstreet, Secretary of State, etc.) with a 100% accuracy rating• Analyzed client data, conducted sanctions screenings, and identified Senior Political Figures/Politically Exposed Persons, including the review of negative news hits, in order to determine a Client Risk Profile as established under KYC Procedures• Refreshed U.S.-booking accounts according to regulatory standards within EDD, AML, and KYC guidelines• Updated and maintained KYC Due Diligence profiles on a wide range of entity registration types (Trusts, LLC’s, Corporations, Charities, Hedge Funds, etc.)
  • Zentra Llc
    E-Commerce/Purchasing Analyst
    Zentra Llc Feb 2016 - Dec 2016
    • Analyzed a large dataset to develop sales forecasts and monitor actual results for volume and profit margin of products being purchased• Identified new products, conducted further research, and projected profit and risk analyses of potential new vendors for increasing revenue• Maintained, negotiated with, and strengthened relations with vendor accounts
  • Unc Charlotte
    Research Assistant
    Unc Charlotte Aug 2015 - May 2016
    Charlotte, Nc, Us
    • Worked in pairs to quantitatively code human rights abuses by rebel groups • Collaborated with team to reconcile all data into one comprehensive dataset and resolve any discrepancies
  • Unc Charlotte
    Teaching Assistant
    Unc Charlotte Aug 2015 - Dec 2015
    Charlotte, Nc, Us
    • Assisted professor in International Politics (POLS 1150) course in completing tasks such as teaching students, data entry, developing quiz questions, and grading• Hosted weekly office hours to counsel students and help with any relevant needs or questions
  • Charlotte Research Scholars
    Student Fellow
    Charlotte Research Scholars May 2015 - Aug 2015
    • Awarded a summer fellowship to perform graduate-level research that subsequently led to honors senior thesis• Presented research and findings at the Charlotte Research Symposium conference• Participated in weekly professional development courses to build skills critical to professional success

Andrea Greer Skills

Research Public Speaking Political Science Communication Data Entry Teaching Microsoft Office Customer Service Microsoft Excel Lecturing Qualitative Research Data Analysis Negotiation Critical Thinking Community Outreach Higher Education Social Media Leadership Microsoft Word Event Planning University Teaching Residential Mortgages Loan Origination Nmls Qualitative And Quantitative Research Methodologies Mortgage Compliance Anti Money Laundering Kyc

Andrea Greer Education Details

  • University Of North Carolina At Charlotte
    University Of North Carolina At Charlotte
    International Studies - Cum Laude

Frequently Asked Questions about Andrea Greer

What company does Andrea Greer work for?

Andrea Greer works for Lpl Financial

What is Andrea Greer's role at the current company?

Andrea Greer's current role is Senior Analyst, Third Party Risk and Performance Monitoring.

What is Andrea Greer's email address?

Andrea Greer's email address is an****@****ial.com

What schools did Andrea Greer attend?

Andrea Greer attended University Of North Carolina At Charlotte.

What skills is Andrea Greer known for?

Andrea Greer has skills like Research, Public Speaking, Political Science, Communication, Data Entry, Teaching, Microsoft Office, Customer Service, Microsoft Excel, Lecturing, Qualitative Research, Data Analysis.

Who are Andrea Greer's colleagues?

Andrea Greer's colleagues are Elizabeth Hartshorn, Jordyn Sinnette, Elizabeth Manion, John Anderson, Stacie Lambert-Snooks, Jaime Perrigo, Maggie Wilder.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.