Portia Amato is a highly qualified expert, that works in Optima Partners Compliance Advisory main office of which is in 4. as a Director from 2019. Portia Amato gained professional experience in more than 11 positions at various companies. Portia Amato went to the Western International University and received education from 2016 to 2018. New York, New York is the city, where this expert was known to be living. The person's phone number and email are easily accessed through SoftwareOfficial on demand.
Name variants:
Portia Amato
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 5, 2022
Email
pa**@draadvisors.com, po**@yahoo.com, po**@missioncriticalservices.co.uk
Location
New York, NY
Company
Optima Partners Compliance Advisory
Workplace
Director
Work History
Director
777 3Rd Ave SUITE 22A, New York, NY 10017
from Jan 2019
Compliance Professional Service, Sales and Client Relationship Management
New York
CRC is a business-focused team of regulatory executives and senior compliance professionals who provide top-tier compliance advisory services to clients for long-term, as-needed and part-tim...
Jan 2016 — Dec 2018
Vice President, Compliance
399 Park Ave, New York, NY 10022
Personal Trade Auditing, Volcker Compliance, AML, Vendor Management, Compliance Training, Policies and Procedures Review/Updates, Form PF FiIing, Form D Filing, 13H Filing, Audit Prep, Vendo...
Feb 2010 — Mar 2015
Senior Portfolio Administrator
399 Park Ave, New York, NY 10022
Feb 2010 — Jan 2014
Assistant Vice President, Managed Accounts Middle Office
Oct 2003 — Sep 2005
Portfolio Administrator and Managed Accounts Tr
51 Madison Ave, New York, NY 10010
Oct 2001 — Oct 2003
Portfolio Administrator
360 Park Ave south, New York, NY 10022
Feb 2001 — Oct 2001
Portfolio Administrator
300 west Burr Blvd, Teaneck, NJ
May 1997 — Feb 2001
Education
2016 — 2018
1997 — 1997
1995 — 1997
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Portfolio Management
Equities
Investment Management
Asset Management
Trading
Regulatory Compliance
Legal Compliance
Compliance Consulting
Alternative Investments
Risk Management
Sec
Standards Compliance
Finra
Private Equity Firms
Mutual Funds
Microsoft Office
Pdf Creator
Management
Security Operations