Davis Dillenback

Compliance Associate @ Fairview LLC

About

Fairview LLC empowers top-ranked RIAs by contributing to the development and maintenance of successful compliance programs. I graduated from the University of North Carolina at Charlotte with a degree in Finance. I am a young professional currently located in the Raleigh-Durham, NC area. I look forward to connecting!

Country

United States

City

Raleigh-Durham-Chapel Hill Area

Industry

Financial Services

Skill

Microsoft Excel, Regulatory Compliance, Teamwork, Adobe Acrobat, Organization Skills, Research Skills, Collaborative Problem Solving, Critical Thinking, Accounting, Python (Programming Language), Investment Valuation, Scheduling Management, Team Coordination, Microsoft Office, Tableau, Financial Analysis, Coaching, Peer Mentoring, Interpersonal Skills, Strategic Planning

Experience

Compliance Associate

Fairview LLC

2024-7 - Present · 2 yrs 3 mos

Raleigh, North Carolina, United States

Helping top-ranked RIA's build and maintain successful compliance programs.

Peer Assisted Learning Leader (Managerial Accounting)

University of North Carolina at Charlotte

2023-1 - 2023-5 · 5 mos

Charlotte, North Carolina, United States

Using skills I gained through my experience at the Belk College of Business, I built a semester-long extracurricular course covering all material from Managerial Accounting while an active student at UNC Charlotte. I facilitated individual and team activities centered around the principles of the course to improve grade point averages across the college.