Jake Palmer, Crcp™

Jake Palmer, Crcp™ Email and Phone Number

Chief Compliance Officer @ Bristal Lane Group
Jake Palmer, Crcp™'s Location
San Antonio, Texas, United States, United States
Jake Palmer, Crcp™'s Contact Details

Jake Palmer, Crcp™ work email

Jake Palmer, Crcp™ personal email

n/a
About Jake Palmer, Crcp™

Financial Services executive with 30 years experience in sales, training, audit, and compliance management.

Jake Palmer, Crcp™'s Current Company Details
Bristal Lane Group

Bristal Lane Group

View
Chief Compliance Officer
Jake Palmer, Crcp™ Work Experience Details
  • Bristal Lane Group
    Regulatory Compliance Consultant
    Bristal Lane Group Feb 2024 - Present
    Carmel, Indiana, Us
    View
  • Social Invstr
    Chief Compliance Officer
    Social Invstr Dec 2022 - Feb 2024
  • Frost Bank
    Chief Compliance Officer
    Frost Bank Jan 2022 - Dec 2022
    San Antonio, Texas, Us
    View
  • Frost Bank
    Senior Vice President | Chief Compliance Officer
    Frost Bank Jan 2022 - Dec 2022
    San Antonio, Texas, Us
    View
  • Sanctuary Wealth
    Director Of Compliance And Operations
    Sanctuary Wealth Oct 2020 - Oct 2021
    Indianapolis, Indiana, Us
    View
  • Swbc
    Chief Operating Officer | Chief Compliance Officer For Broker/Dealer, Ria, And Capital Markets Group
    Swbc Jan 2007 - Jul 2019
    San Antonio, Tx, Us
    View
  • The Children'S Shelter
    Board Of Directors
    The Children'S Shelter 2015 - 2019
    San Antonio, Texas, Us
    View
  • Finra Committee
    District Committee Member
    Finra Committee 2010 - 2019
  • Ipi
    Chief Compliance Officer
    Ipi Jan 2005 - Jan 2007
    San Antonio, Texas, Us
    View
  • Advisors Asset Management, Inc.
    Chief Compliance Officer | Director Of Training | Institutional Sales
    Advisors Asset Management, Inc. Dec 2002 - Jan 2005
    Monument, Co, Us
    View
  • Usaa
    Financial Services
    Usaa Sep 1992 - Nov 2002
    San Antonio, Texas, Us
    View

Jake Palmer, Crcp™ Skills

Series 63 Team Building Banking Fixed Income Executive Management Insurance Training And Development Retirement Planning Financial Planning Investments Financial Risk Process Improvement Investment Advisory Wealth Management Compliance Mutual Funds Strategic Financial Planning Risk Management Asset Management New Business Development Series 24 Business Process Improvement Coaching Trading Retirement Relationship Development Series 7 Securities

Jake Palmer, Crcp™ Education Details

  • The Wharton School
    The Wharton School
  • University Of The Incarnate Word
    University Of The Incarnate Word
    Business Admin
  • University Of The Incarnate Word
    University Of The Incarnate Word
    General

Frequently Asked Questions about Jake Palmer, Crcp™

What company does Jake Palmer, Crcp™ work for?

Jake Palmer, Crcp™ works for Bristal Lane Group

What is Jake Palmer, Crcp™'s role at the current company?

Jake Palmer, Crcp™'s current role is Chief Compliance Officer.

What is Jake Palmer, Crcp™'s email address?

Jake Palmer, Crcp™'s email address is cj****@****lth.com

What schools did Jake Palmer, Crcp™ attend?

Jake Palmer, Crcp™ attended The Wharton School, University Of The Incarnate Word, University Of The Incarnate Word.

What skills is Jake Palmer, Crcp™ known for?

Jake Palmer, Crcp™ has skills like Series 63, Team Building, Banking, Fixed Income, Executive Management, Insurance, Training And Development, Retirement Planning, Financial Planning, Investments, Financial Risk, Process Improvement.

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