Becki Koldsbaek is the chief compliance officer for Multnomah Group. In her role, she is responsible for the development and maintenance of the firm's compliance program to ensure it satisfies all federal, state, and local requirements, as applicable. Her role includes the preparation and submission of the firm's regulatory filings and disclosures, preparation of the firm's client services agreements, and ongoing testing of the firm's compliance program.
Becki is an Investment Adviser Certified Compliance Professional® (IACCP®), delivered by NRS™. The NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation is awarded to knowledgeable, experienced individuals who complete an instructor-led program, pass a certifying examination, and meet its work experience, ethics and continuing education requirements. The designation signifies intermediate-level knowledge of investment adviser regulation and compliance best practices, and adherence to nationally recognized professional standards and ethical leadership.
Becki earned a B.S. in Business Management from Biola University.
P: (503) 978-1594
becki.koldsbaek@multnomahgroup.com