Jose R.

Jose R. is a Compliance Specialist II at Pacific Premier Trust, a Division of Pacific Premier Bank, since July 2019, where responsibilities include operational oversight and collaboration with the Legal team on legal document reviews. Previously, Jose R. worked at OppenheimerFunds from 2007, with roles ranging from Senior Oversight Analyst to Transfer Agent Phone Representative, focusing on team audits, resolving control gaps, supporting regulatory functions, and providing customer service in retirement plans. Jose R. holds a Bachelor of Science in Financial Management from the University of Colorado Denver.