David Meltzer

David Meltzer, CAMS, currently serves as a KYC AML Compliance Associate- Associate Director at Oppenheimer & Co. Inc., where responsibilities include verifying Client Identification Program compliance and conducting extensive due diligence investigations to mitigate operational and reputational risks. Previous roles include KYC Outreach Analyst at Deutsche Bank Securities, Business Consultant/Prime Brokerage at Citigroup, Associate at J.P. Morgan Asset Management/Private Bank, and various positions at Cantor Fitzgerald, Millennium Partners, and CALYON SECURITIES LLC, all focused on compliance, client onboarding, and operational management within the financial services sector. David holds a Bachelor of Science in Business Administration and Management from St. John's University.