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Our diversity makes us stronger—and helps ensure our success.We're committed to fostering a diverse, inclusive and equitable workplace. Our goal is to ensure that every employee has the opportunity to thrive and contribute their unique talents to our organization. Why? Because our diversity—meaning our backgrounds, education, cultures, thinking styles and unique perspectives—is a
As Senior Vice President, Enterprise & Financial Solutions, Carrie DiValerio is responsible for leading FINRA’s Enterprise Strategy function. In this role, she oversees the development of enterprise and department strategy through implementation of the objectives and key results framework and management of FINRA’s human capital and initiative resources. Since joining FINRA in 1998, Ms.
Robert A. Renner is Senior Vice President, Enterprise & Financial Solutions. In this capacity, he is responsible for overall direction and oversight of FINRA’s accounting operations functions, including Revenue Management, Corporate Tax, Procurement and Payroll, as well as Corporate Real Estate, Physical Security and Information Operations, encompassing fingerprinting, entitlement and
Brokerage accounts allow investors to buy and sell numerous types of investments. When opening a brokerage account, investors have two main options: a cash account or a margin account. The difference between them is how and when you pay for your investments.
Aaron Poh is Vice President, Office of the CFAO. More specifically, Mr. Poh serves as the Head of Strategic Operations for the Office of the Chief Financial and Administrative Officer (CFAO) which encompasses Enterprise Strategy, Enterprise Risk Management, Finance, Administration, and CRED (Credentialing, Registration, Education and Disclosure). In his capacity, he serves as Chief of Staff to
Jeffrey Kalinowski is Senior Vice President, Enterprise & Financial Solutions. In this capacity, he is responsible for the direction and oversight of FINRA’s Financial Reporting, Financial Planning & Analysis; Accounts Payable; Cash Management; Travel, Meetings & Conferences, and Investments & Treasury functions. Mr. Kalinowski joined FINRA in 2018, and prior to
Whether you need to report a gain or can claim a loss after you sell an investment depends on its cost basis. Learn the basics about how to calculate an investment’s cost basis, understand the tax consequences, and what to report to the IRS.