Shelley Whitney has a diverse work experience in the financial industry. In their most recent role at Aviso Wealth, they served as the Chief Compliance Officer and previously held the position of VP Corporate Compliance. Prior to that, they took maternity leave and worked as a mother. Before joining Aviso Wealth, Shelley worked at Qtrade Financial Group as the VP Compliance. Shelley also had a significant tenure at Raymond James Ltd. where they served in various roles, including Assistant Vice President, Manager, Compliance and Assistant Vice President, Manager, Trade Compliance. At Credential Financial Inc., Shelley held several positions, including Manager of Compliance and Registrations. Shelley has demonstrated their expertise in compliance and regulatory matters throughout their career.
Shelley Whitney obtained a Bachelor's Degree in Finance from The University of British Columbia between 1992 and 1995.
October, 2022 - present
August, 2018
Chief Compliance Officer at Dakota Wealth Management
Chief Compliance Officer at Twelve Points Wealth Management
Chief Compliance Officer at WCG Clinical
Chief Compliance Officer at Pearl
Chief Compliance Officer at YFM Equity Partners