Jeffrey Newman
Login to view DISC.Jeffrey is a senior legal and operations executive with over 15 years of experience at major financial services firms, including Charles Schwab and TD Ameritrade. As Associate General Counsel at Cetera, he specializes in regulatory frameworks and brokerage platforms, leveraging his JD from Fordham University School of Law.
He possesses unique expertise in the legal and operational integration of complex brokerage platforms, particularly from his work during major industry mergers.
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