Kathleen Black Cfp Email & Phone Number | SUMMARY KATHLEEN BLACK CFP EXPERIENCE HIGHLIGHTS Entrepreneurship Created a Mutual Fund Dealer 1985,1992,1996 First Women in Ab own Trust Co Olympia Trust (1990) MGA Life Insurance agency 2006 Awards for Top Engagement Achievements Employment Current VP,Chief Compliance Officer, Risk, AML Societe General 2004 VP Investor Operations ATB Financial Alberta 2000 CCO ING Canada Inc Ontario/Alberta 1999 President Wealth Map Financial Ontario 1985 VP Olympia Trust Company Boards and Memberships Current member , past dir.Compliance Professionals MFDA Hearing Panel past member Independent Association Financial Planners(CFP) Past board member Olympia Trust Co. Alberta Canadian Association of Compliance Professionals Alta Professional Development Certified Financial Planner CFP. Diploma Business Administration Mount Royal University CSC, LLQP, CPH,Branch Manager, CCO, IFIC,PDO,OPD, EMD Leadership Program ATB Financial Specialties: Accomplished self starter with 20 years progressive experience in leading complex operational risk management programs for Private Co's , Banking and Investment trading Operations. EMD PM

Kathleen Black Cfp

SUMMARY KATHLEEN BLACK CFP EXPERIENCE HIGHLIGHTS Entrepreneurship Create...
Calgary, Alberta, Canada

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Kathleen Black Cfp’s Location Calgary, Alberta, Canada

Kathleen Black Cfp’s Current Industry Cwm Investment Counsel Societe General

Kathleen Black Cfp’s Prior Industry Atb Financial

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VP Compliance and Risk Management, Chief Compliance Officer

2010-07-01 00:00:00 - Present

VP Operations Investor Services

2001-12-01 00:00:00 - 2010-06-01 00:00:00

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Kathleen Black Cfp is a SUMMARY KATHLEEN BLACK CFP EXPERIENCE HIGHLIGHTS Entrepreneurship Created a Mutual Fund Dealer 1985,1992,1996 First Women in Ab own Trust Co Olympia Trust (1990) MGA Life Insurance agency 2006 Awards for Top Engagement Achievements Employment Current VP,Chief Compliance Officer, Risk, AML Societe General 2004 VP Investor Operations ATB Financial Alberta 2000 CCO ING Canada Inc Ontario/Alberta 1999 President Wealth Map Financial Ontario 1985 VP Olympia Trust Company Boards and Memberships Current member , past dir.Compliance Professionals MFDA Hearing Panel past member Independent Association Financial Planners(CFP) Past board member Olympia Trust Co. Alberta Canadian Association of Compliance Professionals Alta Professional Development Certified Financial Planner CFP. Diploma Business Administration Mount Royal University CSC, LLQP, CPH,Branch Manager, CCO, IFIC,PDO,OPD, EMD Leadership Program ATB Financial Specialties: Accomplished self starter with 20 years progressive experience in leading complex operational risk management programs for Private Co's , Banking and Investment trading Operations. EMD PM