Reese Roberts, Compliance Advocate
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Reese Roberts, Compliance Advocate Email & Phone Number

Arbitrator at FINRA
Location: Atlanta, Georgia, United States 8 work roles 2 schools
1 work email found @serv.be LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email r****@serv.be
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Current company
Role
Arbitrator
Location
Atlanta, Georgia, United States
Company size

Who is Reese Roberts, Compliance Advocate? Overview

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Reese Roberts, Compliance Advocate is listed as Arbitrator at FINRA, a with 83 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at serv.be and a matched LinkedIn profile for Reese Roberts, Compliance Advocate.

Reese Roberts, Compliance Advocate previously worked as Founder | Lead Research Developer & Trainer at Serv Inc. and Corporate Trainer | Auditor| Speaker at Serv Inc.. Reese Roberts, Compliance Advocate holds Business Administration And Management, General from Oglethorpe University.

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Email format at FINRA

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*@serv.be
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Profile bio

About Reese Roberts, Compliance Advocate

๐Ÿ‘ฉ๐Ÿพโ€๐Ÿซ Corporate Trainer | Auditor | Speaker | Lead Researcherโœ๐ŸพYou need Corporate Training because Attorneys are there to protect the interests of the Shareholders who hire them.We focus on creating a healthy population of Informed Consumers who know what Shareholders are contractually obligated to do based on regulatory and statutory provisions.This means internal Attorney's will not have any legal basis to prevent the Informed Consumer from exercising their rights against the organization.Reese's IRS training & research of law have given her insights to show you how to prevent this Loss From Claims expense that could cripple any corporations financial operation.To protect your revenue, you need a strategist that understands the fullness of law as it applies to commerce, private equity, & your business.COMMON MISCONCEPTIONS:๐Ÿšซ Bylaws are superior law.๐Ÿšซ Corporations have authority.๐Ÿšซ Indemnification will keep you safe.Reese's goal is to make sure your organization knows how superior laws impact the administration of your corporate systems of operation. ๐Ÿ‘ฉ๐Ÿพโ€๐Ÿซ Reese is an experienced Corporate Trainer with the ability to deliver professional trainings to your executive, legal, and/or finance staff.๐Ÿ‘ฉ๐Ÿพโ€๐Ÿ’ป Reese offers curated research to help executives and Shareholders comprehend comprehensive research and aggregation of all applicable law. โœ๐Ÿพ Reese offers insights from her own research, using skills acquired during her service as a Corporate Trainer with the Internal Revenue Service.Reese is a skilled storyteller and usually captivates an audience by taking them on an interactive journey.As she launches her most recent brand pivot, #TheCorporateCritic podcast, Reese is intentional about her mission to hold corporations and Consumers accountable for the roles they play on the market, using her passion for Consumer Advocacy and Corporate Training.Reese wants to sit down with your decision makers to discuss how the Informed Consumer can and will impact the operation and evolution of your corporate organization. This includes 501(c)(3) organizations operating like businesses.Reach out today to find out how to start your voluntary audit. DON'T WAIT until it's involuntary.www.servbossinc.com888-899-9372reeseroberts@servincorporated.com

Listed skills include Customer Service, Microsoft Office, Management, Leadership, and 6 others.

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Reese Roberts, Compliance Advocate's current company

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FINRA
Finra
Arbitrator
Atlanta, GA, US
Employees
83
AeroLeads page
8 roles

Reese Roberts, Compliance Advocate work experience

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Arbitrator

Atlanta, Ga, Us

Arbitrator

United States

Founder | Lead Research Developer & Trainer

Atlanta, Ga 30337

๐Ÿ•ต๐Ÿพโ€โ™€๏ธ If we're auditing your financial institution we've already started collecting public and private information about your:- Employees- Processes- Contracts- Accounting methods- Disclosures- Securities offerings- Financial statements- Compliance history๐Ÿ™…๐Ÿพโ€โ™€๏ธ We do not evaluate compliance based on "traditional standards" or common uses and understandings. โš–๏ธ We only compare the rule of law to the business structures and operational systems of financial institutions. ๐Ÿฆ Why does this matter to you as a leader of a financial institution?๐Ÿ˜Ÿ More than likely you are in a leadership role in a financial institution and did not receive training on administrative law. Your certification curriculum is limited to general overviews of regulations which are not laws. ๐Ÿ˜ฃ This is a major problem considering the rising popularity of Consumer Protection law enforcement.๐Ÿ‘€ Since Shareholders, Directors, and Officers are not law experts, and they typically don't have a general counsel on staff, the transactions designed for consumers are often a breeding ground for compliance risk.๐Ÿฆธ๐Ÿพโ€โ™€๏ธThis is where we come in. ๐Ÿ“‘ You can ask us for the summary of your involuntary audit and consult with us to understand more about the forms of compliance we apply in equity and common law jurisdictions of law which are applicable to all banking and securities transactions.๐Ÿšซ Your certification training does not cover this kind of compliance although it is included in the provisions of regulatory code you may not have interpreted from the context of these jurisdictions.

Corporate Trainer | Auditor| Speaker

Atlanta, Ga 30072

๐Ÿ˜ฃ Is your organization struggling to fit Corporate Social Responsibility into a meaningful program or brand message? ๐Ÿ“ˆ Has your organization made any significant operational changes in your CSR strategy that created an ROI? ๐Ÿ‘ฉ๐Ÿพโ€๐Ÿซ We developed training tools that focus on the application of all applicable laws in corporate governance structures to align corporations with consumers while transactionally engaging in commerce.We perform voluntary and involuntary audits on your operations, policies, services, and contracts to reveal vulnerabilities and instances of non-compliance with regulatory and statutory provisions. We are here to help make sure your corporate veil stays intact as we reveal places where we have a duty to report and even to pierce your corporate veil to attach personal and criminal liability for willful and knowing violations.Want to learn more about our audits and policies on reporting? We'd love to tell you more about it! Call 888-899-9372 to LEARN MORE.

Hcm Payroll Change Agent

Adp

Alpharetta, Georgia

โœ… This role played a majorly supportive role in establishing Serv Inc. as I was able to gain first hand experience with payroll processing. Small businesses have to deal with the frustrating task of monitoring people's money for them as life events impact how taxes are paid and withholding occurs. โœ๐ŸพOur administrative strategy when reporting to the IRS was designed to alleviate this issue using applications of contract law and Federal Code.I was responsible for managing client relationships and payroll systems, and I would love to develop a relationship with your small business to learn more about how we can make the entire hiring process easier for you, not just the payroll. We can drastically reduce most administrative costs related to employment. Inbox me your questions!More ways I functioned with ADP:-Customized payroll system functionality to accommodate for daily client requests. -Created programming language and algorithms to manipulate the mainframe database using codes and macros. -Researched complex internal software databases to analyze system malfunctions and redundancies.-Relationship Manager: Provided solutions to client requests by oral and written request. Ensured all client concerns were addressed for all outstanding projects.-Support: Provided research assistance and administrative support to senior consultants.-Collaborator: Worked with executive staff members to conceptualize remedies for departmental failures resulting from a lack of training and expertise.

Jul 2017 - May 2018

Corporate Trainer

Greater Atlanta Area

Provided a wide range of skills and expertise to several departments within the agency. Collaborate with colleagues and management to train employees and develop innovative techniques to improve quality performance and training and communicate agency goals and policy updates. Manage personal inventory, communicate technical content, and service accounts upon customer request.- Customer Service: Account Manager provided service solutions to callers regarding technical issues, accounting discrepancies, policy interpretation, billing concerns, financial negotiations, and legal compliance regulations. Provided professional advice based on the unique needs of each caller to encourage full compliance.- Training & Coaching Specialist: Created training material as a Subject Matter Expert during the introduction of an Identity Theft department. Served as a Classroom Instructor for the initial training of more than 300 newly hired, seasonal employees. Presented targeted training material during weekly departmental quality control meetings for over 100 attendees, including management. Coached a team of approximately 15 subordinates to increase efficiency in research skills and account adjustment accuracy.- Communication Specialist: Utilized expert communication skills to communicate highly technical information to callers and colleagues of varying levels of intelligence. Obtained a deep understanding of agency policies, initiatives, and legal regulations; including oral and written communication types.- Investigative Research: Accessed several electronic databases to complete analytical investigative research to resolve a range of account related issues. Operated multiple software technologies simultaneously to successfully compile data into intelligible solutions for customer and internal issues.

Oct 2009 - Apr 2017

Team Coach

United States

Coaching a team of 10 requires attention to detail and acute problem solving skills. As our new department took its shape, I joined a team of coaches designated to enhance the quality of the work. I worked with team members one-on-one, and as a collective group to improve research skills, communication skills, and software training.

Oct 2014 - Apr 2016

Subject Matter Expert

United States

Identity Theft Investigation hit a peak during this time. The IRS had to create an entire department, and new policies & procedures to address the massive influx of cases. I received extensive training and became a widely utilized trainer to ensure careful handling and quality case resolution.My focus was to deliver engaging trainings to large groups, giving them the information that was not formally or readily available anywhere else.

Oct 2013 - Apr 2015
2 education records

Reese Roberts, Compliance Advocate education

Business Administration And Management, General

After studying at Ogelethorpe University for two years, I was inspired to pursue education independently. Many people claim to be hands-on.

Experience, Esoteric Knowledge

Indepent Studies & Research

I study a wide range of topics including: Business (social trends, policy, service, training, organizational behavior, administration).

FAQ

Frequently asked questions about Reese Roberts, Compliance Advocate

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What company does Reese Roberts, Compliance Advocate work for?

Reese Roberts, Compliance Advocate works for FINRA.

What is Reese Roberts, Compliance Advocate's role at FINRA?

Reese Roberts, Compliance Advocate is listed as Arbitrator at FINRA.

What is Reese Roberts, Compliance Advocate's email address?

AeroLeads has found 1 work email signal at @serv.be for Reese Roberts, Compliance Advocate at FINRA.

Where is Reese Roberts, Compliance Advocate based?

Reese Roberts, Compliance Advocate is based in Atlanta, Georgia, United States while working with FINRA.

What companies has Reese Roberts, Compliance Advocate worked for?

Reese Roberts, Compliance Advocate has worked for Finra, Serv Inc., Adp, and Internal Revenue Service.

How can I contact Reese Roberts, Compliance Advocate?

You can use AeroLeads to view verified contact signals for Reese Roberts, Compliance Advocate at FINRA, including work email, phone, and LinkedIn data when available.

What schools did Reese Roberts, Compliance Advocate attend?

Reese Roberts, Compliance Advocate holds Business Administration And Management, General from Oglethorpe University.

What skills is Reese Roberts, Compliance Advocate known for?

Reese Roberts, Compliance Advocate is listed with skills including Customer Service, Microsoft Office, Management, Leadership, Public Speaking, Project Management, Research, and Training.

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