Laith Dasoqi

Senior Compliance Associate at Pillar Financial Group LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Naperville, Illinois, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Compliance Associate
      • Feb 2019 - Present

      • Drafts and reviews: IRA applications and distributions, declarations of trust, will filings, fund trusts, other documents, and financial portfolios. • Coordinates functions and implementations of fiduciary responsibility and statutory compliance. • Consults with inter-office legal concerning notarization of documents, trusts, will preparation, and estate plans. • Maintains financial records, performs legal research projects, and executes administrative projects. • Supports hosting of adult education programs to local communities concerning estate planning, social security, taxation and long-term care. Show less

Education

  • DePaul University College of Law
    Doctor of Law - JD, Law
    2016 - 2019
  • University of Illinois Chicago
    Bachelor of Arts - BA, Political Science and Government
    2012 - 2016

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