Jodi Larson

Experienced financial services professional with experience in leading surveillance and investigations functions.

Kansas City, Missouri, United States

About

Accomplished compliance professional with a history of success in the securities industry. Skilled in strategic auditing and interviewing techniques to identify and analyze process risk and controls. Analytical and thorough with expertise in determining proper scope and timing of inquiries and investigations. Known for excellent communication skills and delivering results through leadership of team projects.

Experience

  • Principal Investigator at FINRA
    Jan 2022 - Present · 4 yrs 7 mos

  • Director of Surveillance and Investigations at Waddell & Reed
    Oct 2012 - Sep 2021 · 9 yrs

  • Senior Audit Specialist at Boston Financial Data Services
    Mar 2010 - Oct 2012 · 2 yrs 8 mos

  • Principal Examiner at Finra
    Apr 1997 - Mar 2010 · 13 yrs

  • Special Investigator at NASD
    1997 - Mar 2010 · 13 yrs 3 mos