Laith Dasoqi
Senior Compliance Associate at Pillar Financial Group LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Naperville, Illinois, United States, US
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Experience
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Pillar Financial Group LLC
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United States
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Financial Services
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1 - 100 Employee
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Senior Compliance Associate
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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
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Education
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DePaul University College of Law
Doctor of Law - JD, Law -
University of Illinois Chicago
Bachelor of Arts - BA, Political Science and Government
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