Collin Schiffer
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Collin Schiffer Email & Phone Number

Compliance Analyst | CMT Level 1 Candidate | FINRA Series 24, 4, 7, and 66 at DriveWealth
Location: Metro Jacksonville, United States, United States 4 work roles 2 schools
1 work email found @drivewealth.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@drivewealth.com
LinkedIn Profile matched
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Current company
DriveWealth
Role
Compliance Analyst | CMT Level 1 Candidate | FINRA Series 24, 4, 7, and 66
Location
Metro Jacksonville, United States, United States

Who is Collin Schiffer? Overview

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Quick answer

Collin Schiffer is listed as Compliance Analyst | CMT Level 1 Candidate | FINRA Series 24, 4, 7, and 66 at DriveWealth, based in Metro Jacksonville, United States, 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
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AeroLeads found 1 current-domain work email signal for Collin Schiffer. Compare company email patterns before reaching out.

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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
Drivewealth
Compliance Analyst | CMT Level 1 Candidate | FINRA Series 24, 4, 7, and 66
Website
drivewealth.com
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Company profile
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4 roles · 24 years

Collin Schiffer work experience

A career timeline built from the work history available for this profile.

Compliance

Current
Drivewealth

New York, NY, US

  • 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
Apr 2023 - Present

Client Success Lead

Current
Drivewealth

New York, NY, US

  • 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.
Sep 2021 - Present

Financial Solutions Advisor

Merrill Lynch

New York, NY, US

  • 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.
May 2012 - Sep 2021

Customer Service Staff

Publix Super Markets

Lakeland, Florida, US

  • 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 →

QQ Qing Qi Qing Qi Colleague at Drivewealth United States, United States View → SM Srikant Mukundan Srikant Mukundan Colleague at Drivewealth Plainsboro, New Jersey, United States, United States View → SM Sudarshan Murty Sudarshan Murty Colleague at Drivewealth Plainsboro, New Jersey, United States, United States View → MA Manuel Aguilar-Jimenez Manuel Aguilar-Jimenez Colleague at Drivewealth Brooklyn, New York, United States, United States View → AP Ankur Potdar Ankur Potdar Colleague at Drivewealth New York, New York, United States, United States View → PG Paul Gonoud Paul Gonoud Colleague at Drivewealth New York City Metropolitan Area, United States, United States View → J( Jimmy (Yun) Feng Jimmy (Yun) Feng Colleague at Drivewealth Chicago, Illinois, United States, United States View → MD Mark D'Souza Mark D'Souza Colleague at Drivewealth Short Hills, New Jersey, United States, United States View → AN Aditya Niloi Aditya Niloi Colleague at Drivewealth New York City Metropolitan Area, United States View → SK Shivin Kapur Shivin Kapur Colleague at Drivewealth San Francisco, California, United States, United States 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 | CMT Level 1 Candidate | FINRA Series 24, 4, 7, and 66 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, 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 Qing Qi, Srikant Mukundan, Sudarshan Murty, Manuel Aguilar-Jimenez, and Ankur Potdar.

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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