Invite Supplier

Possible Duplicates

Update Company Details

Terms and Conditions

Available Companies

Select the listing you wish to view or edit.

Video Recommendation

Home

People

Kate Wellman

Locations

Kate Wellman

Financial Regulatory Advice & Response

Message

Phone Number

Claim Listing Report Page Visit Website

Book Appointment URL

Kate Wellman

Overview Activity & Updates Locations

Products

Name

Category Selection:

Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.

Expertise *

Accounting

112

Accounting Software

Auditing

Bookkeeping

Business Valuation

Show More (5)

Financial Planning

Financial Reporting

Forensic Accounting

Payroll

Tax

Show Less (5)

Asset Management Solutions

101

Asset Allocation

Custodial

Fund Administration

Investment Research

Show More (5)

Investment Strategies

Performance Analytics

Portfolio Management

Risk Management

Trading Platforms

Show Less (5)

Clearing & Settlement

100

Central Securities Depositories

Collateral Management

Derivatives Clearing

Netting

Post-Trade Processing

Show More (5)

Reconciliation

Securities Lending

Settlement

Trade Matching

Show Less (5)

Communications & Marketing

Advertising

Branding

Content Creation

Corporate Communications

Show More (5)

Event Planning

Investor Relations

Market Research

Public Relations

Social Media Management

Show Less (5)

Consulting

249

Business Process Optimization

Change Management

Compliance Consulting

Financial Advisory

Show More (5)

Human Resources Consulting

Operations Consulting

Risk Management Consulting

Strategy Consulting

107

Technology Consulting

Show Less (5)

Insurance

Business Interruption Insurance

Cyber Liability Insurance

Directors & Officers Liability Insurance

Employee Benefits

Errors & Omissions Insurance

Show More (5)

Health Insurance

Insurance Companies

Life Insurance

Property & Casualty Insurance

Risk Management Services

Show Less (5)

Legal

628

Contract Drafting & Review

Corporate Law

Dispute Resolution

207

Intellectual Property

Legal Research

434

Show More (5)

Legal Research

431

Litigation Support

Mergers & Acquisitions

Regulatory Compliance

303

Securities Law

Show Less (5)

Other

241

Conference & Event Organizers

Educational Institutions

Freelance Professionals

Government Agencies

Industry Associations

Show More (5)

International Organizations

Media & Publications

Non-Profit Organizations

Other

Regulatory Bodies

107

Show Less (5)

Professional Services

280

Business Process Management

Customer Support

Executive Coaching

Facilities Management

199

Facilities Management

199

Show More (5)

Outsourcing

Project Management

Quality Assurance

Staffing & Recruiting

Training & Development

Show Less (5)

Research

Company Profiles

Data Analytics

Economic Research

Financial Research

Show More (3)

Industry Analysis

Qualitative Analysis

Quantitative Analysis

Show Less (3)

Risk & Compliance

181

Anti-Money Laundering (AML)

Compliance Training

Credit Risk Management

Cybersecurity

Show More (4)

Fraud Detection

Know Your Customer (KYC)

Market Risk Management

Operational Risk Management

Show Less (4)

Technology/Software & Services

192

Artificial Intelligence & Machine Learning

Blockchain Technology

Cloud Computing

Compliance Software

Customer Relationship Management (CRM)

Show More (9)

Cybersecurity Solutions

Data Management

IT Infrastructure

IT Support & Maintenance

Portfolio Management Software

Risk Analytics

Software Development

System Integration

Show Less (9)

Wealth Management Solutions

Estate Planning

Family Office

Investment Management

Philanthropic Advisory

Retirement Planning

Show More (4)

Tax Planning

Trust

Wealth Transfer Strategies

Show Less (4)

Industry Categories *

Accounting

Accounting Software

Auditing Services

Bookkeeping Services

Business Valuation

Financial Planning

Show More (4)

Financial Reporting

Forensic Accounting

Payroll Services

Tax Services

Show Less (4)

Asset Management Solutions

Asset Allocation

Custodial Services

Fund Administration

Investment Research

Investment Strategies

Show More (4)

Performance Analytics

Portfolio Management

Risk Management

Trading Platforms

Show Less (4)

Clearing & Settlement

Central Securities Depositories

Collateral Management

Derivatives Clearing

Netting Services

Post-Trade Processing

Show More (4)

Reconciliation

Securities Lending

Settlement Services

Trade Matching

Show Less (4)

Communications & Marketing

Advertising

Branding Services

Content Creation

Corporate Communications

Event Planning

Show More (4)

Investor Relations

Market Research

Public Relations

Social Media Management

Show Less (4)

Consulting

Business Process Optimization

Change Management

Compliance Consulting

Financial Advisory

Human Resources Consulting

Show More (4)

Operations Consulting

Risk Management Consulting

Strategy Consulting

Technology Consulting

Show Less (4)

Insurance

Business Interruption Insurance

Cyber Liability Insurance

Directors & Officers Liability Insurance

Employee Benefits

Errors & Omissions Insurance

Show More (4)

Health Insurance

Life Insurance

Property & Casualty Insurance

Risk Management Services

Show Less (4)

Legal

Contract Drafting & Review

Corporate Law

Dispute Resolution

Intellectual Property

Legal Research

Show More (4)

Litigation Support

Mergers & Acquisitions

Regulatory Compliance

Securities Law

Show Less (4)

Other

Conference & Event Organizers

Educational Institutions

Freelance Professionals

Government Agencies

Industry Associations

Show More (4)

International Organizations

Media & Publications

Non-Profit Organizations

Regulatory Bodies

Show Less (4)

Professional Services

Business Process Management

Customer Support

Executive Coaching

Facilities Management

Outsourcing Services

Show More (4)

Project Management

Quality Assurance

Staffing & Recruiting

Training & Development

Show Less (4)

Research

Company Profiles

Data Analytics

Economic Research

Financial Research

Industry Analysis

Show More (2)

Qualitative Analysis

Quantitative Analysis

Show Less (2)

Risk & Compliance

Anti-Money Laundering (AML)

Compliance Training

Credit Risk Management

Cybersecurity

Fraud Detection

Show More (3)

Know Your Customer (KYC)

Market Risk Management

Operational Risk Management

Show Less (3)

Technology/Software & Services

Artificial Intelligence & Machine Learning

Blockchain Technology

Cloud Computing

Compliance Software

Customer Relationship Management (CRM)

Show More (8)

Cybersecurity Solutions

Data Management

IT Infrastructure

IT Support & Maintenance

Portfolio Management Software

Risk Analytics

Software Development

System Integration

Show Less (8)

Wealth Management Solutions

Estate Planning

Family Office Services

Investment Management

Philanthropic Advisory

Retirement Planning

Show More (3)

Tax Planning

Trust Services

Wealth Transfer Strategies

Show Less (3)

Expert Type *

Expert Type

Author

Speaker

Expert Analyst

Product Site Link

Product Brochure Link

Email address for this product:

Phone Number:

Scheduler/Book Appointment URL: (e.g. https://calendly.com/)

Update primary listing to with the above contact information

Overview 0/200 chars

Description

Product Logo (200px X 200px)

Upload a square image that is approx. 200 x 200 px in size.

Crop Image

Upload or Edit Image

Member Perk

Perk Name

Expiration Date

Description

Terms & Condition

Custom Confirmation Message Redirect Website

Redirect Website URL

Notify me of any claims

a Refer-a-Friend Campaign

Referral Name

Expiration Date

Description

Terms & Condition

Projects

1 3

Project Name

Description

3 3

Category Selection:

Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.

Expertise *

Accounting

112

Accounting Software

Auditing

Bookkeeping

Business Valuation

Show More (5)

Financial Planning

Financial Reporting

Forensic Accounting

Payroll

Tax

Show Less (5)

Asset Management Solutions

101

Asset Allocation

Custodial

Fund Administration

Investment Research

Show More (5)

Investment Strategies

Performance Analytics

Portfolio Management

Risk Management

Trading Platforms

Show Less (5)

Clearing & Settlement

100

Central Securities Depositories

Collateral Management

Derivatives Clearing

Netting

Post-Trade Processing

Show More (5)

Reconciliation

Securities Lending

Settlement

Trade Matching

Show Less (5)

Communications & Marketing

Advertising

Branding

Content Creation

Corporate Communications

Show More (5)

Event Planning

Investor Relations

Market Research

Public Relations

Social Media Management

Show Less (5)

Consulting

249

Business Process Optimization

Change Management

Compliance Consulting

Financial Advisory

Show More (5)

Human Resources Consulting

Operations Consulting

Risk Management Consulting

Strategy Consulting

107

Technology Consulting

Show Less (5)

Insurance

Business Interruption Insurance

Cyber Liability Insurance

Directors & Officers Liability Insurance

Employee Benefits

Errors & Omissions Insurance

Show More (5)

Health Insurance

Insurance Companies

Life Insurance

Property & Casualty Insurance

Risk Management Services

Show Less (5)

Legal

628

Contract Drafting & Review

Corporate Law

Dispute Resolution

207

Intellectual Property

Legal Research

434

Show More (5)

Legal Research

431

Litigation Support

Mergers & Acquisitions

Regulatory Compliance

303

Securities Law

Show Less (5)

Other

241

Conference & Event Organizers

Educational Institutions

Freelance Professionals

Government Agencies

Industry Associations

Show More (5)

International Organizations

Media & Publications

Non-Profit Organizations

Other

Regulatory Bodies

107

Show Less (5)

Professional Services

280

Business Process Management

Customer Support

Executive Coaching

Facilities Management

199

Facilities Management

199

Show More (5)

Outsourcing

Project Management

Quality Assurance

Staffing & Recruiting

Training & Development

Show Less (5)

Research

Company Profiles

Data Analytics

Economic Research

Financial Research

Show More (3)

Industry Analysis

Qualitative Analysis

Quantitative Analysis

Show Less (3)

Risk & Compliance

181

Anti-Money Laundering (AML)

Compliance Training

Credit Risk Management

Cybersecurity

Show More (4)

Fraud Detection

Know Your Customer (KYC)

Market Risk Management

Operational Risk Management

Show Less (4)

Technology/Software & Services

192

Artificial Intelligence & Machine Learning

Blockchain Technology

Cloud Computing

Compliance Software

Customer Relationship Management (CRM)

Show More (9)

Cybersecurity Solutions

Data Management

IT Infrastructure

IT Support & Maintenance

Portfolio Management Software

Risk Analytics

Software Development

System Integration

Show Less (9)

Wealth Management Solutions

Estate Planning

Family Office

Investment Management

Philanthropic Advisory

Retirement Planning

Show More (4)

Tax Planning

Trust

Wealth Transfer Strategies

Show Less (4)

Industry Categories *

Accounting

Accounting Software

Auditing Services

Bookkeeping Services

Business Valuation

Financial Planning

Show More (4)

Financial Reporting

Forensic Accounting

Payroll Services

Tax Services

Show Less (4)

Asset Management Solutions

Asset Allocation

Custodial Services

Fund Administration

Investment Research

Investment Strategies

Show More (4)

Performance Analytics

Portfolio Management

Risk Management

Trading Platforms

Show Less (4)

Clearing & Settlement

Central Securities Depositories

Collateral Management

Derivatives Clearing

Netting Services

Post-Trade Processing

Show More (4)

Reconciliation

Securities Lending

Settlement Services

Trade Matching

Show Less (4)

Communications & Marketing

Advertising

Branding Services

Content Creation

Corporate Communications

Event Planning

Show More (4)

Investor Relations

Market Research

Public Relations

Social Media Management

Show Less (4)

Consulting

Business Process Optimization

Change Management

Compliance Consulting

Financial Advisory

Human Resources Consulting

Show More (4)

Operations Consulting

Risk Management Consulting

Strategy Consulting

Technology Consulting

Show Less (4)

Insurance

Business Interruption Insurance

Cyber Liability Insurance

Directors & Officers Liability Insurance

Employee Benefits

Errors & Omissions Insurance

Show More (4)

Health Insurance

Life Insurance

Property & Casualty Insurance

Risk Management Services

Show Less (4)

Legal

Contract Drafting & Review

Corporate Law

Dispute Resolution

Intellectual Property

Legal Research

Show More (4)

Litigation Support

Mergers & Acquisitions

Regulatory Compliance

Securities Law

Show Less (4)

Other

Conference & Event Organizers

Educational Institutions

Freelance Professionals

Government Agencies

Industry Associations

Show More (4)

International Organizations

Media & Publications

Non-Profit Organizations

Regulatory Bodies

Show Less (4)

Professional Services

Business Process Management

Customer Support

Executive Coaching

Facilities Management

Outsourcing Services

Show More (4)

Project Management

Quality Assurance

Staffing & Recruiting

Training & Development

Show Less (4)

Research

Company Profiles

Data Analytics

Economic Research

Financial Research

Industry Analysis

Show More (2)

Qualitative Analysis

Quantitative Analysis

Show Less (2)

Risk & Compliance

Anti-Money Laundering (AML)

Compliance Training

Credit Risk Management

Cybersecurity

Fraud Detection

Show More (3)

Know Your Customer (KYC)

Market Risk Management

Operational Risk Management

Show Less (3)

Technology/Software & Services

Artificial Intelligence & Machine Learning

Blockchain Technology

Cloud Computing

Compliance Software

Customer Relationship Management (CRM)

Show More (8)

Cybersecurity Solutions

Data Management

IT Infrastructure

IT Support & Maintenance

Portfolio Management Software

Risk Analytics

Software Development

System Integration

Show Less (8)

Wealth Management Solutions

Estate Planning

Family Office Services

Investment Management

Philanthropic Advisory

Retirement Planning

Show More (3)

Tax Planning

Trust Services

Wealth Transfer Strategies

Show Less (3)

Expert Type *

Expert Type

Author

Speaker

Expert Analyst

2 3

Select multiple images

Crop Image

Upload or Edit Image

Add Image Caption

Add Color

Select Color:

Create Featured Content

Use this to post high quality, thought leadership content (inbound marketing). When members view this content, they will need to agree to share their info with you before they can download the shared file.

Headline/Title (0/150 chars)

Type of Content

Event Date

Content Image

We support most image formats, including .webp, .jpg, gif, etc. Optimal image size should be 400x400 pixels.

Overview (0/750 chars)

Files/Destination

Upload the featured content files that members will be provided after agreeing to share their contact information. Alternatively, if you wish to send them to a third - party webpage, then enter the URL of that webpage.

Upload File

Embed Code

URL

Use this option if you wish to send the user to a specific URL.

If you don't have the source file for a video, then you can alternatively use an embed code and we'll display it in a pop-up.

This is the recommended option. Typically this would be a pdf for a document or a .mp4 or similar file for webinars or video recordings etc.

Category Selection:

No categories match your search criteria.

Expertise *

Accounting

112

Accounting Software

Auditing

Bookkeeping

Business Valuation

Show More (5)

Financial Planning

Financial Reporting

Forensic Accounting

Payroll

Tax

Show Less (5)

Asset Management Solutions

101

Asset Allocation

Custodial

Fund Administration

Investment Research

Show More (5)

Investment Strategies

Performance Analytics

Portfolio Management

Risk Management

Trading Platforms

Show Less (5)

Clearing & Settlement

100

Central Securities Depositories

Collateral Management

Derivatives Clearing

Netting

Post-Trade Processing

Show More (5)

Reconciliation

Securities Lending

Settlement

Trade Matching

Show Less (5)

Communications & Marketing

Advertising

Branding

Content Creation

Corporate Communications

Show More (5)

Event Planning

Investor Relations

Market Research

Public Relations

Social Media Management

Show Less (5)

Consulting

249

Business Process Optimization

Change Management

Compliance Consulting

Financial Advisory

Show More (5)

Human Resources Consulting

Operations Consulting

Risk Management Consulting

Strategy Consulting

107

Technology Consulting

Show Less (5)

Insurance

Business Interruption Insurance

Cyber Liability Insurance

Directors & Officers Liability Insurance

Employee Benefits

Errors & Omissions Insurance

Show More (5)

Health Insurance

Insurance Companies

Life Insurance

Property & Casualty Insurance

Risk Management Services

Show Less (5)

Legal

628

Contract Drafting & Review

Corporate Law

Dispute Resolution

207

Intellectual Property

Legal Research

434

Show More (5)

Legal Research

431

Litigation Support

Mergers & Acquisitions

Regulatory Compliance

303

Securities Law

Show Less (5)

Other

241

Conference & Event Organizers

Educational Institutions

Freelance Professionals

Government Agencies

Industry Associations

Show More (5)

International Organizations

Media & Publications

Non-Profit Organizations

Other

Regulatory Bodies

107

Show Less (5)

Professional Services

280

Business Process Management

Customer Support

Executive Coaching

Facilities Management

199

Facilities Management

199

Show More (5)

Outsourcing

Project Management

Quality Assurance

Staffing & Recruiting

Training & Development

Show Less (5)

Research

Company Profiles

Data Analytics

Economic Research

Financial Research

Show More (3)

Industry Analysis

Qualitative Analysis

Quantitative Analysis

Show Less (3)

Risk & Compliance

181

Anti-Money Laundering (AML)

Compliance Training

Credit Risk Management

Cybersecurity

Show More (4)

Fraud Detection

Know Your Customer (KYC)

Market Risk Management

Operational Risk Management

Show Less (4)

Technology/Software & Services

192

Artificial Intelligence & Machine Learning

Blockchain Technology

Cloud Computing

Compliance Software

Customer Relationship Management (CRM)

Show More (9)

Cybersecurity Solutions

Data Management

IT Infrastructure

IT Support & Maintenance

Portfolio Management Software

Risk Analytics

Software Development

System Integration

Show Less (9)

Wealth Management Solutions

Estate Planning

Family Office

Investment Management

Philanthropic Advisory

Retirement Planning

Show More (4)

Tax Planning

Trust

Wealth Transfer Strategies

Show Less (4)

Industry Categories *

Accounting

Accounting Software

Auditing Services

Bookkeeping Services

Business Valuation

Financial Planning

Show More (4)

Financial Reporting

Forensic Accounting

Payroll Services

Tax Services

Show Less (4)

Asset Management Solutions

Asset Allocation

Custodial Services

Fund Administration

Investment Research

Investment Strategies

Show More (4)

Performance Analytics

Portfolio Management

Risk Management

Trading Platforms

Show Less (4)

Clearing & Settlement

Central Securities Depositories

Collateral Management

Derivatives Clearing

Netting Services

Post-Trade Processing

Show More (4)

Reconciliation

Securities Lending

Settlement Services

Trade Matching

Show Less (4)

Communications & Marketing

Advertising

Branding Services

Content Creation

Corporate Communications

Event Planning

Show More (4)

Investor Relations

Market Research

Public Relations

Social Media Management

Show Less (4)

Consulting

Business Process Optimization

Change Management

Compliance Consulting

Financial Advisory

Human Resources Consulting

Show More (4)

Operations Consulting

Risk Management Consulting

Strategy Consulting

Technology Consulting

Show Less (4)

Insurance

Business Interruption Insurance

Cyber Liability Insurance

Directors & Officers Liability Insurance

Employee Benefits

Errors & Omissions Insurance

Show More (4)

Health Insurance

Life Insurance

Property & Casualty Insurance

Risk Management Services

Show Less (4)

Legal

Contract Drafting & Review

Corporate Law

Dispute Resolution

Intellectual Property

Legal Research

Show More (4)

Litigation Support

Mergers & Acquisitions

Regulatory Compliance

Securities Law

Show Less (4)

Other

Conference & Event Organizers

Educational Institutions

Freelance Professionals

Government Agencies

Industry Associations

Show More (4)

International Organizations

Media & Publications

Non-Profit Organizations

Regulatory Bodies

Show Less (4)

Professional Services

Business Process Management

Customer Support

Executive Coaching

Facilities Management

Outsourcing Services

Show More (4)

Project Management

Quality Assurance

Staffing & Recruiting

Training & Development

Show Less (4)

Research

Company Profiles

Data Analytics

Economic Research

Financial Research

Industry Analysis

Show More (2)

Qualitative Analysis

Quantitative Analysis

Show Less (2)

Risk & Compliance

Anti-Money Laundering (AML)

Compliance Training

Credit Risk Management

Cybersecurity

Fraud Detection

Show More (3)

Know Your Customer (KYC)

Market Risk Management

Operational Risk Management

Show Less (3)

Technology/Software & Services

Artificial Intelligence & Machine Learning

Blockchain Technology

Cloud Computing

Compliance Software

Customer Relationship Management (CRM)

Show More (8)

Cybersecurity Solutions

Data Management

IT Infrastructure

IT Support & Maintenance

Portfolio Management Software

Risk Analytics

Software Development

System Integration

Show Less (8)

Wealth Management Solutions

Estate Planning

Family Office Services

Investment Management

Philanthropic Advisory

Retirement Planning

Show More (3)

Tax Planning

Trust Services

Wealth Transfer Strategies

Show Less (3)

Expert Type *

Expert Type

Author

Speaker

Expert Analyst

Crop Image

Upload or Edit Image

;

Featured Video

Video Type

Embeded Code

Upload Video

Video File Maximum size: 400MB

Embedded Code

Video Title

Video Description

Send Message

From :

Subject

Edit Featured Video

Video Title

Video Description

Add new card

Name on Card

Change Featured Content Owner

;

Send Message

E-mail address

Set New Publish Date

;

Crop Image

Upload or Edit Image

Crop Image

Upload or Edit Image

About

Expertise

Consulting

Compliance Consulting

Legal

Regulatory Compliance

Risk & Compliance

Anti-Money Laundering (AML)

Author, Speaker

Company

Moore & Van Allen, PLLC

Member, Financial Regulatory Advice & Respons...

Headquarters

100 North Tryon Street, Suite 4700, Charlotte, NC 28202-4003, USA

Search

Relevance

A-Z

Z-A

Most Recently Added

Most Recently Updated

Locations (1)

Headquarters HQ

100 North Tryon Street, Suite 4700, Charlotte, NC 28202-4003, USA

Add to Lists

Edit Mode

Send Message

From :

Subject

Share via

Claim Listing

Enter You email Address :

Report a Problem

Select the nature of the problem

Reason

From

Subject

Kate Wellman

Kate Wellman

Kate Wellman

About

Search

A-Z

Locations (1)

Companies

People

Library

Plans

FAQs

Privacy Policy

Terms of Use

Contact Us

Member Directory