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Alina Lee Santiago
Chief Compliance Officer at Continuum Advisory,
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Work Experience
Chief Compliance Officer
Sep 2020 - Present · 4 years and 4 months
Sep 2014 - Mar 2017 · 2 years and 6 months
Manager, Field Services
Apr 2016 - Mar 2017 · 11 months
Regional Manager At Transamerica Financial Advisors, Inc
Sep 2014 - Aug 2016 · 1 years and 11 months
Company Details
11-50 Employees
At Continuum, we believe that the collective whole is greater than the sum of its parts. As a national network of independent advisory firms, Continuum provides independent advisors access to a comprehensive suite of integrated wealth management tools and powerful technology resources designed to simplify their business while optimizing efficiency and accelerating growth. By handling many of the costly and time-consuming back-office functions, Continuum’s advisors can focus on what they do best- serving clients and driving growth.
Year Founded
2016
Social Media
Linkedin
Industry
Investment Management
HQ Location
873 E. State Street Nationwide , US
Keywords
Wealth ManagementRegistered Investment AdvisorPortfolio ManagementSuccession PlanningHybrid RIAMulti-custodial
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