Melissa Loner

Chief Operating Officer at

National Society of Compliance Professionals

Finance

Commercial Services

Consumer Services

Profile

Melissa Loner is currently the COO, Director & Deputy Executive Director at the National Society of Compliance Professionals.
She is also a member of the National Association of Insurance & Financial Advisors, the Financial Services Institute, Inc., and Women in Insurance & Financial Services.
Previously, she served as the Executive Vice President-Advisory Services at Premier Wealth Management, Inc. and as the Vice President & Chief Compliance Officer at Avantax, Inc. Ms. Loner holds an MBA from American Military University.

Melissa Loner active positions

Companies	Position	Start
National Society of Compliance Professionals National Society of Compliance Professionals Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that serves and supports compliance professionals in the financial services industry	Chief Operating Officer	2023-09-30
Women in Insurance & Financial Services Women in Insurance & Financial Services Investment ManagersFinance Provides financial advisory services	Corporate Officer/Principal	-
Financial Services Institute, Inc.	Corporate Officer/Principal	-
National Association of Insurance & Financial Advisors National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services Operates as membership association for the multigenerational community of financial professionals	Corporate Officer/Principal	-

All active positions of Melissa Loner

Former positions of Melissa Loner

Companies	Position	End
AVANTAX, INC.	Compliance Officer	2024-02-29
Premier Wealth Management, Inc. Premier Wealth Management, Inc. Investment ManagersFinance Provides wealth management and investment management services	Corporate Officer/Principal	-

See the detail of Melissa Loner's experience

Training of Melissa Loner

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	7
Avantax, Inc. Avantax, Inc. Investment ManagersFinance Provides wealth management and tax planning services	Finance
Premier Wealth Management, Inc. Premier Wealth Management, Inc. Investment ManagersFinance Provides wealth management and investment management services	Finance
National Association of Insurance & Financial Advisors National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services Operates as membership association for the multigenerational community of financial professionals	Commercial Services
National Society of Compliance Professionals National Society of Compliance Professionals Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that serves and supports compliance professionals in the financial services industry	Commercial Services
American Military University American Military University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Financial Services Institute, Inc.
Women in Insurance & Financial Services Women in Insurance & Financial Services Investment ManagersFinance Provides financial advisory services	Finance