Chief Compliance Officer@ Trubee Wealth Advisors
Erie County, New York, United States
Patricia Reinard-Kopsa
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Tell me more about Patricia Reinard-Kopsa?
FlashIntel GPTPatricia Reinard-Kopsa is a highly experienced professional with 28.9 years of work experience in various roles. She has a strong background in portfolio management, strategic financial planning, credit analysis, and cash management. Patricia has worked in the banking industry, specifically in commercial lending and securities. She is the owner of Your Pampered Pooch and has held positions such as Manager Regulatory Development at HSBC and Chief Compliance Officer at Trubee Wealth Advisors. Patricia's expertise lies in risk management, financial planning, and commercial lending. She is based in the United States.
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Emails and Phone Numbers
About
Owner of Your Pampered Pooch
Work Experience
Chief Compliance Officer
Financial Services
Patricia Reinard-Kopsa's Professional Milestones
- Manager Regulatory Development (2018-06-01~): Developed and implemented efficient regulatory frameworks to ensure compliance and optimize product compliance.
- Chief Compliance Officer: Streamlined and enhanced compliance processes, mitigating risks and ensuring regulatory adherence.
Skill
Portfolio Management
Strategic Financial Planning
Management
Credit Analysis
Cash Management
Investments
Risk Management
Banking
Credit
Finance
Commercial Lending
Commercial Banking
Securities
Financial Planning
Budgets
Certification
Colleagues
Karen Chambers
Operations Manager
Nicholas Verbanic, CFP®
Vice President
John D. Shine, CFA, CFP
president - financial advisor at trubee wealth advisors inc
Nicholas Ingold
vice president at trubee wealth advisors
Charles E. Gelo
vice president financial advisor at trubee wealth advisors
Other Named Patricia Reinard-Kopsa
Frequently asked questions
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Patricia Reinard-Kopsa's social media include: Linkedin,
Patricia Reinard-Kopsa works for Trubee Wealth Advisors
Patricia Reinard-Kopsa's role in Trubee Wealth Advisors is Chief Compliance Officer
Patricia Reinard-Kopsa works in the industry of Financial Services
Patricia Reinard-Kopsa's colleagues are Karen Chambers,Nicholas Verbanic, CFP®,John D. Shine, CFA, CFP
Patricia Reinard-Kopsa's latest job experience is Chief Compliance Officer at Trubee Wealth Advisors
