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Steve Gitlin, Cfirs, Cica is listed as Internal Audit Practices - Quality Assurance at JPMorgan Chase & Co., based in New York, New York, United States. AeroLeads shows a work email signal at jhcohn.com and a matched LinkedIn profile for Steve Gitlin, Cfirs, Cica.
Steve Gitlin, Cfirs, Cica previously worked as Internal Audit Manager - Quality Assurance at Jpmorgan Chase & Co. and Vice President (Audit Manager) - Fiduciary and Conflicts of Interest SME at Jpmorgan Chase & Co.. Steve Gitlin, Cfirs, Cica holds Bachelor'S, Accounting from Ramapo College Of New Jersey.
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At JPMorgan Chase, Steve is a member of the Asset & Wealth Management Internal Audit team who works with the Asset & Wealth Management line of business to enhance and protect organizational value by providing risk-based and objective assurance, advice, and insight. Audit serves as the third line of defense to Asset & Wealth Management — after the Control Management, Compliance and Risk organizations — for controlling risk and meeting the expectations of regulators. The team conducts independent assessments of Asset & Wealth Management's control environment by bringing a systematic and disciplined approach to evaluate and improve the effectiveness of the organization's governance, risk management, and internal control processes. At Bank of America Merrill Lynch Steve was a member of the GWIM which provides comprehensive WM to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic management and asset management to individuals and institutions. He worked with the corporate audit and credit risk team specializing in AWM, including but not limited to the Managed Solutions Group, Investment Management & Guidance, Alternative Investments, Markets Groups, Retirement & Benefit Services, Small Business Banking Solutions, and Personal Wealth & Retirement/Insured Solutions. At CohnReznick, Steve developed 7 years of diversified public accounting experience and was a member of the Firm’s Financial Services Industry Practice. He has experience providing audit, tax, and business consulting services to an array of clients, including hedge funds, fund of funds, investment management companies, broker/dealers, and registered investment advisers. He was responsible for auditing year-end financial statements, assessing internal control procedures, evaluating assets, and performing industry examinations and due diligence. He also alerted clients about regulatory changes affecting the financial services industry.
Listed skills include Finance, Hedge Funds, Auditing, Investments, and 10 others.
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New York, NY, US
- Executes an effective program of quality assurance, including communication of results, analysis of themes, identification of best practices and recommend changes to audit processes- Positively and creatively influences department change- Seeks ways to increase efficiency and effectiveness of work performed- Builds and maintains key relationships across.
New York, NY, US
- Work with LOB auditors to ensure the appropriate execution of fiduciary audits primarily of investment management services and regulatory requirements specifically 12 CFR 9 (including 12 CFR 9.18) and/ or ERISA- Assist in the scoping, execution and reporting of fiduciary audit activities and issue validations specifically relating primarily to investment.
Charlotte, NC, US
- Manage Internal Audit Coverage of Global Wealth and Retirement Solutions Businesses including but not limited to the Managed Solutions Group (MSG), Alternative Investments, Investment Solutions, Advisory Program Management (including Goals Based Wealth Management), Portfolio Solutions, Managed Account Advisors, Investment Management & Guidance, Global.
New York, New York, US
Member of the Firm's Financial Services Industry Practice, specializing in broker-dealers, Registered Investment Advisers and investment partnerships consisting of hedge funds (including offshore entities) and private equity funds.Hedge Funds1. Annual audit of financial statements and reporting under U.S. Generally Accepted Accounting Principles ("GAAP").
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Steve Gitlin, Cfirs, Cica works for JPMorgan Chase & Co..
Steve Gitlin, Cfirs, Cica is listed as Internal Audit Practices - Quality Assurance at JPMorgan Chase & Co..
AeroLeads has found 1 work email signal at @jhcohn.com for Steve Gitlin, Cfirs, Cica at JPMorgan Chase & Co..
Steve Gitlin, Cfirs, Cica is based in New York, New York, United States while working with JPMorgan Chase & Co..
Steve Gitlin, Cfirs, Cica has worked for Jpmorgan Chase & Co., Bank Of America, Cohnreznick, Smolin Lupin & Co, and Cadwalader, Wickersham & Taft Llp.
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Steve Gitlin, Cfirs, Cica holds Bachelor'S, Accounting from Ramapo College Of New Jersey.
Steve Gitlin, Cfirs, Cica is listed with skills including Finance, Hedge Funds, Auditing, Investments, Due Diligence, Private Equity, Accounting, and Gaap.
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