Profil
Melissa Loner is currently the COO, Director & Deputy Executive Director at the National Society of Compliance Professionals.
She is also a member of the National Association of Insurance & Financial Advisors, the Financial Services Institute, Inc., and Women in Insurance & Financial Services.
Previously, she served as the Executive Vice President-Advisory Services at Premier Wealth Management, Inc. and as the Vice President & Chief Compliance Officer at Avantax, Inc. Ms. Loner holds an MBA from American Military University.
Postes actifs de Melissa Loner
| Sociétés | Poste | Début |
|---|---|---|
National Society of Compliance Professionals
National Society of Compliance Professionals Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that serves and supports compliance professionals in the financial services industry | Directeur des opérations | 01/10/2023 |
Women in Insurance & Financial Services
Women in Insurance & Financial Services Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | - |
Financial Services Institute, Inc. | Corporate Officer/Principal | - |
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services Operates as membership association for the multigenerational community of financial professionals | Corporate Officer/Principal | - |
Anciens postes connus de Melissa Loner
| Sociétés | Poste | Fin |
|---|---|---|
| AVANTAX, INC. | Compliance Officer | 01/03/2024 |
Premier Wealth Management, Inc.
Premier Wealth Management, Inc. Investment ManagersFinance Provides wealth management and investment management services | Corporate Officer/Principal | - |
Formation de Melissa Loner
Expériences
Fonctions occupées
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Inactives
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
Avantax, Inc.
Avantax, Inc. Investment ManagersFinance Provides wealth management and tax planning services | Finance |
Premier Wealth Management, Inc.
Premier Wealth Management, Inc. Investment ManagersFinance Provides wealth management and investment management services | Finance |
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services Operates as membership association for the multigenerational community of financial professionals | Commercial Services |
National Society of Compliance Professionals
National Society of Compliance Professionals Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that serves and supports compliance professionals in the financial services industry | Commercial Services |
American Military University
American Military University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Services Institute, Inc. | |
Women in Insurance & Financial Services
Women in Insurance & Financial Services Investment ManagersFinance Provides financial advisory services | Finance |
















