Teresa L. is an experienced compliance and financial services professional with a diverse background in the insurance and investment sectors. Currently serving as a Compliance Analyst at World Financial Group since November 2022, Teresa previously held the position of Compliance - Corporate Branch Manager at Keybase Financial Group, where responsibilities included supporting regulatory audits and developing policies. Prior roles include Sales Benefits Specialist at Altig - American Income Life Insurance Company, SIM Business Analyst at International Financial Data Services Canada, and various positions at Transamerica Life Canada, where Teresa managed dealer relations, sales, and fund operations. Teresa's educational credentials include certifications from Humber College, Brock University, and multiple finance and insurance programs through IFSE and the Canadian Securities Institute.
Sign up to view 9 direct reports
Get started
This person is not in any teams