Orit H. Small, CFP has extensive experience in the financial industry, currently holding the position of SVP, Compliance at Preferred Capital Securities, LLC. Previously, Orit served as Vice President of Business Development at Royal Alliance, Advisor Group. Orit is known for delivering timely and actionable ideas to help advisors build a better business and identifying investment strategies to meet clients' needs. Orit's education includes a degree from University at Albany, SUNY.
Current role
Chief Compliance Officer, SVP at EPAM
Chief Compliance Officer & SVP, Compliance & Industry Relations at Triton Digital
Chief Compliance Officer & SVP, Corporate Services at Progress Rail Services Corporation
Chief Compliance Officer, SVP of Legal Affairs & Risk Management, & General Counsel at Richmond Medical Center
Chief Compliance Officer & SVP at China Life