Christina is a member of our compliance group, whose primary responsibilities include the day-to-day management of our clients’ compliance programs. Her duties range from the coordination of annual review on-site visits to the management of client communications to ultimately keeping the compliance calendar on track.
Christina has over 30 years of experience in the financial services industry. Prior to joining CCS, Christina served as Senior Compliance Officer at Aberdeen Standard Investments for 13 years where she had a focus on marketing and advertising review, AML and Broker Dealer oversight. Prior to Aberdeen, Christina worked at Penn Mutual/HTK in Market Conduct and Compliance, Guardian Life Insurance as Agency Compliance Officer, Capital Analyst Inc. as Assistant Director of Compliance, Investec Inc. as Licensing and Registration coordinator and various roles at Fiserv Securities.
Christina earned a B.A. in Organizational Management from Eastern University. Additionally, she has obtained her Series 7, 24 & 66 licenses.
During her time away from CCS, Christina enjoys watching her son play goalie for the Haverford Hawks. She also enjoys the beach and being out on the water.