Trust Account Review Officer | Risk And Compliance@ Edward Jones
Saint Louis, Missouri, United States
Csop Joel Vollmer
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FlashIntel GPTCsop Joel Vollmer is a highly experienced Senior Trust Account Review Officer with 33.1 years of work experience. He possesses a wide range of skills including account reconciliation, wealth management, accounting, auditing, securities, financial risk, leadership, and analysis. Currently based in Saint Louis, Michigan, Csop has worked at Edward Jones in various roles, including Senior Trust Account Review Officer and Trust Account Review Officer. Prior to that, he worked at A.G. Edwards & Sons, Inc. as an Associate Vice President - Supervisor. Csop's expertise and extensive work history make him a valuable asset in the financial services industry.
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About
Senior Trust Account Review Officer at Edward Jones
Work Experience
Senior Trust Account Review Officer
Trust Account Review Officer | Risk And Compliance
Trust Account Review Officer
Financial Services
Csop Joel Vollmer's Professional Milestones
- Trust Account Review Officer | Risk And Compliance (2008-03-01~2011-07-01): Developed robust risk management and compliance strategies to safeguard client relationships and ensure business continuity.
- Senior Trust Account Review Officer (2014-10-01~): Elevated trust account review process, resulting in increased compliance and improved customer satisfaction.
Skill
Account Reconciliation
Wealth Management
Accounting
Auditing
Securities
Financial Risk
Leadership
Analysis
Certification
Colleagues
Scott Bell
Digital Product Owner - Operational Enablement -Custody
Scott Young
Owner, Bootleggers Rest. & Brewery
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Anushri S. Fischer
Financial Advisor | Goal-Centric Planning | Estate & Wealth Transfer | Retirement Strategies | Business Owner Transitions
Sheila Peelen, AAMS™
Financial Advisor serving individuals & businesses| Business Owner Strategies | Retirement Planning | Financial Coaching
Other Named Csop Joel Vollmer
Frequently asked questions
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Csop Joel Vollmer's social media include: Linkedin,
Csop Joel Vollmer works for Edward Jones
Csop Joel Vollmer's role in Edward Jones is Trust Account Review Officer | Risk And Compliance
Csop Joel Vollmer works in the industry of Financial Services
Csop Joel Vollmer's colleagues are Scott Bell,Scott Young,Chad Gardeski, CEA®, DFSA™
Csop Joel Vollmer's latest job experience is Trust Account Review Officer | Risk And Compliance at Edward Jones
