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Cheryl Rosa
Chief Compliance Officer at Great Valley Advisor
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Work Experience
Jun 2018 - Present · 6 years and 6 months
Chief Compliance Officer
Oct 2022 - Present · 2 years and 2 months
Director Of Compliance
Jan 2021 - Oct 2022 · 1 years and 9 months
Senior Compliance Manager
Jun 2018 - Jan 2021 · 2 years and 7 months
Company Details
51-200 Employees
Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, and the most comprehensive technology suite available.
Year Founded
1982
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
920 Cassatt Rd Suite 202 Berwyn, Pennsylvania 19312, US
Keywords
Registered Investment AdvisorHybrid RIA ModelSeamless Transition AssistanceComplianceSuccession SolutionsCPA AllianceCross Platform ProgramService & TechnologyFinTechFinancial Technology
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