Mamie Winkelman Pearson, Iaccp
About Mamie Winkelman Pearson, Iaccp
Mamie Winkelman Pearson is a Senior Compliance Manager at Confluence, where she has worked since 2024. She has extensive experience in compliance roles across various organizations and holds a Master's degree in Nonprofit Leadership & Management from Arizona State University.
Work at Confluence
Mamie Winkelman Pearson currently serves as a Senior Compliance Manager at Confluence. She has held this position since 2024, contributing her expertise in compliance management to the organization. Her role involves ensuring that the company adheres to regulatory standards and internal policies, thereby supporting the overall compliance framework.
Education and Expertise
Mamie Winkelman Pearson studied at Michigan State University from 1998 to 2003, earning a degree that laid the foundation for her career in compliance. She furthered her education at Arizona State University, where she obtained a Master's degree in Nonprofit Leadership & Management from 2016 to 2018. Additionally, she studied Investments and Securities at Finra, achieving Series 65 certification in 2020.
Background in Compliance Management
Mamie Winkelman Pearson has extensive experience in compliance management across various organizations. She worked as a Compliance Officer and Compliance Manager at Dynamic Advisor Solutions from 2019 to 2023, where she focused on compliance oversight. Prior to that, she served as a Sr. Compliance Analyst at Osaic from 2023 to 2024, enhancing her skills in surveillance and testing.
Entrepreneurial Endeavors
In addition to her compliance roles, Mamie Winkelman Pearson is a Co-Founder of Fiscal Navigator, a position she has held since 2019. This venture reflects her commitment to providing financial guidance and support, leveraging her extensive knowledge in compliance and management.
Previous Roles and Experience
Before her current positions, Mamie Winkelman Pearson held various roles that contributed to her professional development. She worked as a Bookkeeping Administrator at Social Venture Partners Arizona from 2018 to 2019 and as an Operations Manager & Compliance Specialist at Red Reef Advisors, LLC from 2015 to 2019. These experiences have shaped her comprehensive understanding of compliance and operational management.