Berkley Barrett

Compliance Administrator at The London Company

Berkley Barrett is a Compliance Administrator at The London Company since August 2022, focusing on enhancing compliance standards and conducting new account reviews for regulatory filings. Previously, from June 2018 to July 2022, Berkley served as an AVP in KYC Client Lifecycle Management at Credit Suisse, managing a team of 32 and demonstrating extensive knowledge in KYC and regulatory matters. Prior roles included Senior KYC Analyst and Financial Analyst in Global Macro Product Control, where Berkley drove urgent KYC reviews and generated accurate P&L reports, collaborating closely with senior traders and management. Berkley holds a Bachelor of Arts in French and Business Economics from Wofford College, complemented by education from the IAU Institute for American Universities and IES Abroad.

Location

Richmond, United States

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The London Company

Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $32B in assets* across the capitalization spectrum. We apply a singular investment approach with a team-based decision-making process. *Includes model program assets (UMA) of $16.6B as of 5/31/2023. Subject to change. This material is not financial advice or an offer to sell any product. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. Past performance is not indicative of future results. By following others on Twitter or LinkedIn, The London Company (“London”) does not make or imply an endorsement. By clicking on links to third-party sites, you will leave London’s page and property. London is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from London, which is not responsible for inaccuracies or errors. Individuals affiliated with London, and the views and opinions expressed, are their own and are subject to change with market conditions and are not meant as investment advice. The London Company, LLC disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any The London Company's associate's postings on social media.