Simon Compliance LLC
Charlotte Bentlif is an accomplished professional with extensive experience in project management and administration across various sectors. Currently serving as the Director of Project Management at Simon Compliance LLC since December 2024, Charlotte has previously held significant roles including Vice President of Administration at The CapStreet Group, Chief of Internal Operations/HR Director at Daily Thermetrics, and Director at PennData LLC. Earlier career positions encompassed practice management in the healthcare sector and managerial responsibilities in the insurance industry. Charlotte began a distinguished career at Citigroup, ultimately serving as Vice President and Senior Sovereign Debt Restructuring Negotiator. Educational credentials include an MBA in Finance from The Wharton School, an MA in International Economics from Johns Hopkins SAIS, and a BA in Political Science and Government from Wellesley College.
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Simon Compliance LLC
At Simon Compliance, each of our clients receives a customized compliance program designed by a former SEC enforcement attorney who knows what it takes to comply with the ever-changing laws and regulations. As a boutique securities compliance firm, we provide personal attention, tailoring each engagement and offering the option of hourly, project or retainer pricing. Our basic services include registration with the SEC, creation or revision of policies and procedures, assistance with regulatory filing obligations including Form ADV and Form PF, annual reviews, creation of a forensic testing program, compliance training and other services specific to your needs. With backgrounds in both the legal and financial fields, the Simon Compliance team brings a practical market perspective to compliance. We understand the commercial component to your business and know how to assess and manage your risks. Using our expertise and a collaborative approach, we create your compliance solution, offering carefully considered advice and accessible, responsive service at every step along the way. Working together, we keep your business compliant now and in the future.