KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle, is pleased to announce Jennifer M. Sanders has been appointed to the position of compliance officer. In this position, Sanders will work directly with the CEO and is responsible for establishing standards and implementing procedures to both build and maintain a robust proactive regulatory compliance program.
Prior to joining KeatsConnelly, Sanders held positions in both operations and compliance management for national broker dealers including Ameriprise Financial and multi-office RIA firms in the Southwest. She began her career in the investment industry as an advisor with Edward Jones Investments and at age 20, became the youngest advisor in the company’s history. While there, she obtained her Series 7 and 63 licenses as well as Nevada life and health insurance licenses. She is pursuing the IACCP Investment designation by 2012.
When Sanders is not in the office, she enjoys playing tennis, traveling and flying sport passenger planes. She is a lover of food and wine, and as a native of Las Vegas, she often makes weekend trips home.
KeatsConnelly is the largest wealth management firm in the United States that specializes in U.S.-Canada cross-border issues. With offices in Arizona and Florida, the firm’s focus is to reduce the stress associated with living, investing and working on both sides of the border, while at the same time creating opportunities for very large potential tax savings. The firm’s fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests, at all times, while avoiding any potential conflict of interest with commissions. For more information, please visit www.keatsconnelly.com.