Josh Jervis is an experienced professional specializing in compliance and risk management within the financial industry. They earned a Bachelor's degree in Finance and Economics, Summa Cum Laude, from The University of Texas at Dallas. Previously, Josh held key positions at several organizations, including Director of RIA Compliance at MCR Investors LLC and Executive Director at Texas Capital Bank, overseeing Private Wealth Compliance. Currently, they serve as Director of Compliance at Fidelity Investments, contributing their expertise to ensure regulatory adherence.
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