John Bruni Email and Phone Number
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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.
Chenery Compliance Group
View- Website:
- chenerycompliance.com
- Employees:
- 18
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Chenery Compliance GroupUnited States
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Compliance AssociateChenery Compliance Group Aug 2024 - PresentRadnor, Pa, Us
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Financial AdvisorWsfs Wealth Investments Jan 2022 - Aug 2024The 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 entities. Fixed Insurance products and services are offered through CES Insurance Agency.INVESTMENTS ARE NOT INSURED BY THE FDIC AND ARE NOT DEPOSITS OR OTHER OBLIGATIONS OF, OR GUARANTEED BY, ANY DEPOSITORY INSTITUTION. FUNDS ARE SUBJECT TO INVESTMENT RISKS, INCLUDING PROSSIBLE LOSS OF PRINCIPAL INVESTMENT.This communication is strictly intended for individuals residing in the states of AZ, DC, DE, FL, MD, NJ & PA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.5803 Kennett Pike, Suite DWilmington, DE 19807www.wsfsinvestments.comPlease review our Terms of Use here: www.commonwealth.com/termsofuse.html
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Wealth Compliance OfficerWsfs Bank Dec 2018 - Dec 2021Wilmington, De, UsPerform 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 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 use of a transaction monitoring system designed to combat money laundering. Identify and complete remediation projects to comply with OCC and SEC regulations. -
Trust Compliance SpecialistWsfs Bank May 2017 - Dec 2018Wilmington, De, UsProcess 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 use of a transaction monitoring system designed to combat money laundering. Identify and complete remediation projects to comply with OCC regulations.
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Pb IiWsfs Bank Aug 2016 - May 2017Wilmington, De, Us
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Financial Service Representitive IiPenn Liberty Bank Aug 2015 - Aug 2016
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AssociateLumen Legal Aug 2014 - Jul 2015Troy, Mi, UsConducted 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.
John Bruni Skills
John Bruni Education Details
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Fox School Of Business At Temple UniversityMaster Of Business Administration - Mba -
The Ohio State UniversityHistory
Frequently Asked Questions about John Bruni
What company does John Bruni work for?
John Bruni works for Chenery Compliance Group
What is John Bruni's role at the current company?
John Bruni's current role is Compliance Associate, CFIRS, Chenery Compliance Group.
What is John Bruni's email address?
John Bruni's email address is jb****@****gal.com
What is John Bruni's direct phone number?
John Bruni's direct phone number is +124859*****
What schools did John Bruni attend?
John Bruni attended Fox School Of Business At Temple University, The Ohio State University.
What skills is John Bruni known for?
John Bruni has skills like Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management, Strategic Planning, Leadership, Microsoft Word, Research.
Who are John Bruni's colleagues?
John Bruni's colleagues are Deeann Dempsey, Karen Santos, Kelsey Janas, Donna Melson, Christopher Dingler, Maximilian O’neal, Stefanie J. Little.
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