AeroLeads people directory · profile
Collin Schiffer Email & Phone Number
Compliance Analyst
at
DriveWealth
1 work email found
@drivewealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Collin Schiffer? Overview
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Quick answer
Collin Schiffer is listed as Compliance Analyst at DriveWealth, based in Metro Jacksonville, United States. AeroLeads shows a work email signal at drivewealth.com and a matched LinkedIn profile for Collin Schiffer.
Collin Schiffer previously worked as Compliance at Drivewealth and Client Success Lead at Drivewealth. Collin Schiffer holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of North Florida.
Company email context
Email format at DriveWealth
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{first_initial}{last}@drivewealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Collin Schiffer. Compare company email patterns before reaching out.
Profile bio
About Collin Schiffer
At DriveWealth, collaboration and a keen eye for detail define our approach to compliance and partner success. With a deep understanding of regulatory frameworks and cutting-edge fintech, I have played a pivotal role in supervising daily trading activities, handling FINRA regulatory inquiries, resolving complex trade issues, and building out automation of daily trade supervision and CAT reporting processes. My journey in the finance industry evolved from providing tailored wealth management strategies at Merrill Lynch to enhancing brokerage services for global platforms at DriveWealth. I have been instrumental in building out and supporting robust brokerage services at DriveWealth, helping the company attract and retain investment platforms such as CashApp, Toss, Revolut, and MoneyLion. I am motivated by the drive for efficiency and a passion for client satisfaction in an dynamic fintech regulatory environment.
Listed skills include Leadership, Financial Advisory, Banking, Retirement Planning, and 21 others.
Current workplace
Collin Schiffer's current company
Company context helps verify the profile and gives searchers a useful next step.
Drivewealth
Website
AeroLeads page
5 roles · 25 years
Collin Schiffer work experience
A career timeline built from the work history available for this profile.
Compliance
● Daily trading supervision and monitoring of TRF/CAT processes● Daily trade review to investigate and resolve issues around price, best execution standards, trade reporting, system issues● Review and respond to customer complaints● Review and research trading regulatory inquiries
Client Success Lead
● Provide white glove support and deliver subject matter expertise in the areas of transfers, trades, corporate actions, settlements, operations, cryptocurrencies, and incident management at a fintech broker dealer that provides brokerage services to global investment platforms like CashApp, Toss, Revolut, and MoneyLion.
Financial Solutions Advisor
Financial Solutions Advisor● Customized investment reviews to understand goals and make investment recommendations● Educate 401(k) participants on transition services and retirement readiness● Conduct goal assessment● Retain current clients and work to bring new business into the company● Connecting with new and existing clients via telephone and email, understanding/qualifying their financialbackgrounds and long-term objectives, and providing tailored wealth management strategies.● Reviewing existing client portfolios and asset mixes, evaluating performance against KPIs, andrecommending adjustments based on emerging market conditions.● Employing Salesforce CRM to manage, maintain, and update a client account database for hundreds ofclient accounts.● Project managing/supporting process improvement programs by reviewing existing client webexperiences, identifying redundancies, suggesting improvements, and testing new iterations for speed andefficiency. Noteworthy Achievements● Brought in over 1,500 client accounts worth over $150MM in total asset value since beginning role in 2012.● Inducted into the $100 Million Club in January 2020 after bringing in over $100MM in client accounts
May 2012 - Sep 2021
Customer Service Staff
● Cash office accountability● Management of customer service associates● Customer service
2002 - 2013
~11 yrs
Team & coworkers
Colleagues at DriveWealth
Other employees you can reach at drivewealth.com. View company contacts →
CR
Caleb Rotach
Colleague at DrivewealthGreater Minneapolis-St. Paul Area, United States
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EC
Eduardo Cuan
Colleague at DrivewealthSan Francisco Bay Area, United States
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SC
Stephen Cortright
Colleague at DrivewealthAllendale, New Jersey, United States
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CM
Casey Macguire O'Callaghan
Colleague at DrivewealthRye, New York, United States
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VP
Venu Palaparthi
Colleague at DrivewealthNew York City Metropolitan Area, United States
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AW
Andrew Whitaker
Colleague at DrivewealthMyrtle Beach, South Carolina, United States
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JH
Jose Huaman
Colleague at DrivewealthCarlstadt, New Jersey, United States
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SP
Sean Patrick Brennan
Colleague at DrivewealthMerrimac, Massachusetts, United States
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YZ
Yunjie Zhang
Colleague at DrivewealthBerkeley, California, United States
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PG
Paulita Gulbinaitė
Colleague at DrivewealthVilnius, Vilniaus, Lithuania
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Caleb Rotach
Colleague at DrivewealthGreater Minneapolis-St. Paul Area, United States
View →
EC
Eduardo Cuan
Colleague at DrivewealthSan Francisco Bay Area, United States
View →
SC
Stephen Cortright
Colleague at DrivewealthAllendale, New Jersey, United States
View →
CM
Casey Macguire O'Callaghan
Colleague at DrivewealthRye, New York, United States
View →
VP
Venu Palaparthi
Colleague at DrivewealthNew York City Metropolitan Area, United States
View →
AW
Andrew Whitaker
Colleague at DrivewealthMyrtle Beach, South Carolina, United States
View →
JH
Jose Huaman
Colleague at DrivewealthCarlstadt, New Jersey, United States
View →
SP
Sean Patrick Brennan
Colleague at DrivewealthMerrimac, Massachusetts, United States
View →
YZ
Yunjie Zhang
Colleague at DrivewealthBerkeley, California, United States
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PG
Paulita Gulbinaitė
Colleague at DrivewealthVilnius, Vilniaus, Lithuania
View →
2 education records
Collin Schiffer education
Bachelor Of Business Administration (B.B.A.), Finance, General
University Of North Florida
Bachelor Of Business Administration (Bba), Financial Services
University Of North Florida
FAQ
Frequently asked questions about Collin Schiffer
Quick answers generated from the profile data available on this page.
What company does Collin Schiffer work for?
Collin Schiffer works for DriveWealth.
What is Collin Schiffer's role at DriveWealth?
Collin Schiffer is listed as Compliance Analyst at DriveWealth.
What is Collin Schiffer's email address?
AeroLeads has found 1 work email signal at @drivewealth.com for Collin Schiffer at DriveWealth.
Where is Collin Schiffer based?
Collin Schiffer is based in Metro Jacksonville, United States while working with DriveWealth.
What companies has Collin Schiffer worked for?
Collin Schiffer has worked for Drivewealth, Merrill Lynch, and Publix Super Markets.
Who are Collin Schiffer's colleagues at DriveWealth?
Collin Schiffer's colleagues at DriveWealth include Caleb Rotach, Eduardo Cuan, Stephen Cortright, Casey Macguire O'Callaghan, and Venu Palaparthi.
How can I contact Collin Schiffer?
You can use AeroLeads to view verified contact signals for Collin Schiffer at DriveWealth, including work email, phone, and LinkedIn data when available.
What schools did Collin Schiffer attend?
Collin Schiffer holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of North Florida.
What skills is Collin Schiffer known for?
Collin Schiffer is listed with skills including Leadership, Financial Advisory, Banking, Retirement Planning, Sales, Portfolio Management, Hold Series 66, and Hold Series 7.
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