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Jamie Udinson Phones & Addresses

  • Philadelphia, PA
  • Pocono Pines, PA
  • Brooklyn, NY
  • New York, NY
  • Doylestown, PA
  • 764 S Warnock St, Philadelphia, PA 19147

Work

Company: Financial industy regulatory authority (finra) Aug 2008 Position: Principal examiner & interim supervisor

Education

School / High School: LaSalle University- Philadelphia, PA 2008 Specialities: Bachelor of Science, Maxima Cum Laude in Business Administration-Accounting

Skills

Excel • Net Capital Calculation • Lexis Nexis • Conducting Investigations • Regulatory Report Writing

Awards

Subject matter expert • Finop trainer

Industries

Financial Services

Resumes

Resumes

Jamie Udinson Photo 1

Investigative Director, Enforcement

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Location:
Philadelphia, PA
Industry:
Financial Services
Work:
FINRA (NASD) - New York, NY since Aug 2008
Associate Principal Examiner

KPMG Mar 2011 - Sep 2011
Associate- Research Credit Services (Fed Tax Consulting)

KPMG Jan 2007 - Jun 2007
Fed Tax Intern
Education:
La Salle University - School of Business Administration 2004 - 2008
BSBA, Accounting
Gwynedd Mercy Academy High School 1994 - 1998
Skills:
Securities
Finra
Due Diligence
Finance
Anti Money Laundering
Equities
Financial Analysis
Capital Markets
Investments
Aml
Series 7
Sec
Financial Reporting
Financial Risk
Accounting
Sec Filings
Us Gaap
Financial Accounting
Management
Securities Regulation
Microsoft Office
Awards:
Subject Matter Expert
Currently subject matter expert for FINRA examinations of memberships with DirectEdge, NASDAQ OMX, BX, and BATS; as well as broker dealer research compliance.
FINOP Trainer
Responsible for training sales practice staff and management on conducting Net Capital reviews for FINRA membership claiming SEC Rule 15c3-1 (k)(2)(i) and (ii) exemptions.
Jamie Udinson Photo 2

Jamie Udinson Philadelphia, PA

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Work:
Financial Industy Regulatory Authority (FINRA)

Aug 2008 to 2000
Principal Examiner & Interim Supervisor

KPMG LLP
New York, NY
Mar 2011 to Sep 2011
Associate- Research Credit Services

Education:
LaSalle University
Philadelphia, PA
2008
Bachelor of Science, Maxima Cum Laude in Business Administration-Accounting

Skills:
Excel, Net Capital Calculation, Lexis Nexis, Conducting Investigations, Regulatory Report Writing
Jamie Lynn Udinson from Philadelphia, PA, age ~44 Get Report