Melissa Loner
Compliance Officer chez AVANTAX, INC.
Profil
Melissa Loner is currently the Chairman-Elect at the National Society of Compliance Professionals.
She is also the Vice President & Chief Compliance Officer at Avantax, Inc. starting in 2023.
Melissa is a member of the National Association of Insurance & Financial Advisors, Financial Services Institute, Inc., and Women in Insurance & Financial Services.
Previously, she worked as the Executive Vice President-Advisory Services at Premier Wealth Management, Inc. Melissa earned an MBA degree from American Military University.
Postes actifs de Melissa Loner
| Sociétés | Poste | Début |
|---|---|---|
| AVANTAX, INC. | Compliance Officer | 08/02/2023 |
| National Society of Compliance Professionals | Chairman | - |
Women in Insurance & Financial Services
 Women in Insurance & Financial Services Investment ManagersFinance Women in Insurance & Financial Services (WIFS) is a national organization that focuses on supporting women in the insurance and financial services industries. The private company is based in Albany, NY. The company's mission is to help women achieve success in these fields. | 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 National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA. | Corporate Officer/Principal | - |
Anciens postes connus de Melissa Loner
| Sociétés | Poste | Fin |
|---|---|---|
Premier Wealth Management, Inc.
 Premier Wealth Management, Inc. Investment ManagersFinance Premier Wealth Management, Inc.'s principal activity is to provide wealth management services focused on serving the needs of mid wealth families and individuals. The company only markets products through its proprietary sales force of 20 people and its network of 200 insurance brokers. The company was founded in November 14, 2002 and is headquartered in Nicosia, Cyprus. | Corporate Officer/Principal | - |
Formation de Melissa Loner
| American Military University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| AVANTAX, INC. | Technology Services |
| Entreprise privées | 5 |
|---|---|
Premier Wealth Management, Inc.
Premier Wealth Management, Inc. Investment ManagersFinance Premier Wealth Management, Inc.'s principal activity is to provide wealth management services focused on serving the needs of mid wealth families and individuals. The company only markets products through its proprietary sales force of 20 people and its network of 200 insurance brokers. The company was founded in November 14, 2002 and is headquartered in Nicosia, Cyprus. | Finance |
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA. | Commercial Services |
| National Society of Compliance Professionals | |
| Financial Services Institute, Inc. | |
Women in Insurance & Financial Services
Women in Insurance & Financial Services Investment ManagersFinance Women in Insurance & Financial Services (WIFS) is a national organization that focuses on supporting women in the insurance and financial services industries. The private company is based in Albany, NY. The company's mission is to help women achieve success in these fields. | Finance |
