
Josh Mertz
I'm a results driven compliance professional with financial services industry experience. I'm highly organized and work well on... | New York City Metropolitan Area, New York City Metropolitan Area, United States
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Josh Mertz’s Emails me****@st****.com
Josh Mertz’s Phone Numbers No phone number available.
Social Media
Josh Mertz’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States
Josh Mertz’s Expertise I'm a results driven compliance professional with financial services industry experience. I'm highly organized and work well on multiple projects under strict timelines with strong attention to detail. I have excellent interpersonal, oral and written communication skills, with experience presenting to all organizational levels. I have a strong commitment to internal/external customer service, with a capability to build relationships across the firm to achieve results. I'm a team player and fast learner with a passion for contributing to a positive culture. "A sense of humor is part of the art of leadership, of getting along with people, of getting things done" - Dwight D. Eisenhower Key skills include: • Management and Regulatory Reporting • Process Improvement • Data Analysis • Change Management • Relationship Management • Technology
Josh Mertz’s Current Industry Stifel Financial
Josh
Mertz’s Prior Industry
Goldman Sachs
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Cls
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Stifel Financial
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Work Experience

Stifel Financial
Compliance Assistant Manager, Enterprise Compliance Oversight
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Stifel Financial
Compliance Analyst
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Cls
Senior Executive Assistant
Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Goldman Sachs
Senior Analyst, Regulatory Practice Group Compliance
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Goldman Sachs
Executive Assistant, Bank Holding Company Compliance
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Goldman Sachs
Executive Assistant, Asset Management
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)