AML Analyst@ Apex Fintech Solutions
Dallas, Texas, United States
Richard Wall
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Cedar Hill High School
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FlashIntel GPTRichard Wall is a Client Service Specialist at Apex Clearing with 16.9 years of experience in financial services. He has a strong skill set in securities, account reconciliation, risk management, tax, and more. Richard has worked at Apex Fintech Solutions in various roles, including Aml Analyst and Registered Senior Tax Specialist. He also has experience as a Registered Client Service Specialist at Apex Clearing. Richard is based in the United States and has a proven track record in providing excellent customer service.
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About
Client Service Specialist at Apex Clearing
Work Experience
AML Analyst
Aml Analyst
Registered Senior Tax Specialist
Registered Client Service Specialist
Registered Client Service Specialist
Registered Client Service Specialist
Tax Reporting And Unclaimed Property
Tax Reporting Analyst
Tax Reporting Analyst
Financial Services
Richard Wall's Professional Milestones
- Tax Analyst (2008-11-01~2012-07-01): Identifying and executing tax strategies to ensure compliance and minimize tax liabilities.
- Stock Receipts Representative (2006-11-01~2007-11-01): Provided accurate and timely stock receipts, enhancing the customer experience and maximizing financial success.
Education
Skill
Financial Services
Securities
Account Reconciliation
Risk Management
Tax
Back Office
Mutual Funds
Financial Statements
Fixed Income
Accounting
Financial Reporting
Business Process Improvement
Income Tax
Cost Accounting
Analysis
Process Improvement
Investments
Banking
Tax Accounting
Microsoft Excel
Financial Modeling
Financial Risk
Auditing
Corporate Finance
Data Analysis
Project Management
Microsoft Sql Server
Finra
Microsoft Office
Unclaimed Property
Escheatment
Hold Series 7
Series 63
Holds Series 63
Holds Series 24
Cams
Certification
Colleagues
Other Named Richard Wall
Frequently asked questions
We found 3 Richard Wall's email addresses
Richard Wall's social media include: Linkedin,
Richard Wall works for Apex Fintech Solutions
Richard Wall's role in Apex Fintech Solutions is AML Analyst
Richard Wall works in the industry of Financial Services
Richard Wall's colleagues are Frank Tiemann,Andy Lientz,Rachel Saunders
Richard Wall's latest job experience is AML Analyst at Apex Fintech Solutions
Richard Wall's latest education in Cedar Hill High School
