John Bruni Email & Phone Number
@lumenlegal.com
1 phone found area 248
LinkedIn matched
Who is John Bruni? Overview
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John Bruni is listed as Compliance Associate, CFIRS, Chenery Compliance Group at Chenery Compliance Group, a company with 18 employees, based in United States, United States, United States. AeroLeads shows a work email signal at lumenlegal.com, phone signal with area code 248, and a matched LinkedIn profile for John Bruni.
John Bruni previously worked as Compliance Associate at Chenery Compliance Group and Financial Advisor at Wsfs Wealth Investments. John Bruni holds Master Of Business Administration - Mba from Fox School Of Business At Temple University.
Email format at Chenery Compliance Group
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AeroLeads found 1 current-domain work email signal for John Bruni. Compare company email patterns before reaching out.
About John Bruni
As a financial advisor, I take the time to understand your goals and develop a strategy to help you achieve them. Whether you are saving for college, retirement, or looking to grow your business, I will work as an ally to help you reach those goals.
Listed skills include Microsoft Office, Customer Service, Management, Microsoft Excel, and 5 others.
John Bruni's current company
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John Bruni work experience
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Compliance Associate
CurrentFinancial Advisor
The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA.org/SIPC.org, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated.
Wealth Compliance Officer
Perform various compliance related duties for WSFS Wealth, focused on Trust and RIA compliance. Developed the process to review managed accounts in accordance with Reg 9. Process and oversee the on-boarding of new accounts; KYC collection, screening of interested parties, research source of wealth, and communicate with advisors, administrators, and.
Trust Compliance Specialist
Process and oversee the on-boarding of new accounts; KYC collection, screening of interested parties, research source of wealth, and communicate with trust administrators and salespeople to ensure timeliness and efficiency of on-boarding. Create and develop policies and procedures to maintain BSA/AML compliance. Integral in the implementation and continued.
Pb Ii
Financial Service Representitive Ii
Associate
Conducted a variety of tasks some of which were administrative in nature. Reviewed and provided a quality check of information given to me by lawyers working on a document review. Digitized documents with references to asbestos for law suit.
Colleagues at Chenery Compliance Group
Other employees you can reach at chenerycompliance.com. View company contacts for 18 employees →
Donna Melson
Colleague at Chenery Compliance GroupLincoln University, Pennsylvania, United States, United States
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CK
Colleen Kelly, Aif®
Colleague at Chenery Compliance GroupAshburn, Virginia, United States, United States
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GJ
Gregory Johnson, Cpa, Cpcu, Clu
Colleague at Chenery Compliance GroupBerwyn, Pennsylvania, United States, United States
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KR
Kimberly Radtke
Colleague at Chenery Compliance GroupMonrovia, Maryland, United States, United States
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KS
Karen Santos
Colleague at Chenery Compliance GroupSan Francisco, California, United States, United States
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MO
Maximilian O’Neal
Colleague at Chenery Compliance GroupGainesville, Florida, United States, United States
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SJ
Stefanie J. Little
Colleague at Chenery Compliance GroupElkton, Maryland, United States, United States
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DD
Deeann Dempsey
Colleague at Chenery Compliance GroupDelray Beach, Florida, United States, United States
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KJ
Kelsey Janas
Colleague at Chenery Compliance GroupMacomb, Michigan, United States, United States
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CD
Christopher Dingler
Colleague at Chenery Compliance GroupWayne, Pennsylvania, United States, United States
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John Bruni education
Master Of Business Administration - Mba
Bachelor Of Arts (B.A.), History
Frequently asked questions about John Bruni
Quick answers generated from the profile data available on this page.
What company does John Bruni work for?
John Bruni works for Chenery Compliance Group.
What is John Bruni's role at Chenery Compliance Group?
John Bruni is listed as Compliance Associate, CFIRS, Chenery Compliance Group at Chenery Compliance Group.
What is John Bruni's email address?
AeroLeads has found 1 work email signal at @lumenlegal.com for John Bruni at Chenery Compliance Group.
What is John Bruni's phone number?
AeroLeads has found 1 phone signal(s) with area code 248 for John Bruni at Chenery Compliance Group.
Where is John Bruni based?
John Bruni is based in United States, United States, United States while working with Chenery Compliance Group.
What companies has John Bruni worked for?
John Bruni has worked for Chenery Compliance Group, Wsfs Wealth Investments, Wsfs Bank, Penn Liberty Bank, and Lumen Legal.
Who are John Bruni's colleagues at Chenery Compliance Group?
John Bruni's colleagues at Chenery Compliance Group include Donna Melson, Colleen Kelly, Aif®, Gregory Johnson, Cpa, Cpcu, Clu, Kimberly Radtke, and Karen Santos.
How can I contact John Bruni?
You can use AeroLeads to view verified contact signals for John Bruni at Chenery Compliance Group, including work email, phone, and LinkedIn data when available.
What schools did John Bruni attend?
John Bruni holds Master Of Business Administration - Mba from Fox School Of Business At Temple University.
What skills is John Bruni known for?
John Bruni is listed with skills including Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management, Strategic Planning, Leadership, and Microsoft Word.
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