Cfm Partners Inc

Website Links

Description

Christopher J. Simon, Director of Content Development, has 14 years of combined experience in the academe and the financial services industry. He has worked in both investment company and high-end retail brokerage environments. Chris's technical and market expertise in equities, equity derivatives, and related products is an integral part of the CFM Partners Content Development team’s knowledge base. His previous employment in portfolio management for the Asset Management Group/IJL Wachovia provided him with extensive experience in wealth management practices and strategies.

CFM Partners is a growing company. Over the coming months, we will be offering our unique compliance solutions to more and more industries. Additionally, we are always looking to partner with organizations w hose expertise will add the most value to our solutions and clients. Please contact us if you would like additional information on our solutions and how they may benefit your industry.

Steve Karassik, Director of Technology, brings over 17 years of experience in the information technology industry to CFM Partners, Inc., where his proven expertise in application design and development, data modeling, database architecture, and network configuration has been instrumental in the development of CFM’s flagship products. Steve came to CFM from iDocuments, where he held roles responsible for application and database engineering using the latest Microsoft products and methodologies.

Founded in 1995 and headquartered in Washington, D.C., CFM Partners began as the go-to firm for “translating” massive volumes of regulatory requirements into manageable, understandable, professional education materials. The leading financial services firms in the U.S. quickly became clients, as soon as they realized the business value of CFM’s approach and the quality of information we delivered.

Take an audience-appropriate approach to communication Employees access the information they need when they need it; the information is written in plain English, free from jargon and legalese. Integrate management of regulatory requirements seamlessly with product information, market issues, and sales processes and policies Our subject matter experts can supplement policy management with employee education. As a result, our clients can achieve new operational efficiencies and controls as regards compliant sales, distribution and servicing of their products.

Fact sheet

Company contacts

Companies nearby