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Allan Mc Donell
Vice President Compliance at Cabot Lodge Securities
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Work Experience
Vice President Compliance
Jul 2023 - Present · 1 years and 6 months
Senior Compliance Officer
May 2018 - Jan 2023 · 4 years and 8 months
Senior Compliance Analyst
Jul 2017 - May 2018 · 10 months
Company Details
11-50 Employees
Cabot Lodge Securities, LLC is a full service financial firm headquartered in New York with representatives and affiliates nationwide. Cabot Lodge provides wealth management solutions using some of the most comprehensive investment products available in the industry today. We cater to the diversity of our clients by offering a full range of financial services, including traditional investments in stocks and bonds, mutual funds, ETFs, a range of insurance products, Real Estate Investment Trusts (REIT), real estate and 1031 tax-deferred exchange strategies, retirement planning, and investment banking.
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
44 Wall Street, Suite 401 New York City, NY 10005, US
Keywords
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