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Lexie Barling

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Lexie Barling

Chief Compliance Officer | The Retirement Planning Group

United States

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Lexie Barling

Summary

Lexie Barling is a seasoned compliance professional with over two decades of experience in the financial services industry. Currently serving as the Chief Compliance Officer at The Retirement Planning Group, she has a proven track record in compliance management across various financial institutions. Lexie's career began at American Century Investments, where she honed her skills in client services before transitioning to compliance roles. Her expertise spans several organizations, including Creative Planning and Umb Bank, where she developed robust compliance frameworks. Lexie is known for her strategic thinking and ability to navigate complex regulatory landscapes. With a Bachelor's degree in Business from The University of Kansas, she combines academic knowledge with practical experience. Outside of work, Lexie is passionate about mentoring the next generation of compliance professionals and advocating for ethical practices in finance. Her commitment to excellence and integrity sets her apart in her field.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Lexie Barling

Work Experience

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Chief Compliance Officer at

The Retirement Planning Group

September 2019 - Present

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Compliance Manager at

Creative Planning

July 2018 - September 2019

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Senior Compliance Analyst at

UMB Bank

November 2015 - June 2018

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Compliance Analyst at

The Mutual Fund Store

May 2010 - October 2015

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Client Services Representative at

The Mutual Fund Store

October 2006 - May 2010

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Client Services at

American Century Investments

September 1992 - March 1999

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Lexie Barling

Education

University of Kansas, Bachelor's Degree

Frequently Asked Questions about Lexie Barling

What is Lexie Barling email address?

Lexie Barling's primary email address is *****@planningretirements.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lexie Barling work for?

Lexie Barling is a Chief Compliance Officer at The Retirement Planning Group, a company specializing in Monetary Authorities-Central Bank.

Where Lexie Barling graduated from?

Lexie Barling holds a degree in Business from University of Kansas.

How can I directly contact Lexie Barling?

To contact Lexie Barling directly, you can use the email address *****@planningretirements.com. Complete contact information is available upon registration with Muraena.

Who is Lexie Barling?

Lexie Barling is a seasoned compliance professional with over two decades of experience in the financial services industry. Currently serving as the Chief Compliance Officer at The Retirement Planning Group, she has a proven track record in compliance management across various financial institutions. Lexie's career began at American Century Investments, where she honed her skills in client services before transitioning to compliance roles. Her expertise spans several organizations, including Creative Planning and Umb Bank, where she developed robust compliance frameworks. Lexie is known for her strategic thinking and ability to navigate complex regulatory landscapes. With a Bachelor's degree in Business from The University of Kansas, she combines academic knowledge with practical experience. Outside of work, Lexie is passionate about mentoring the next generation of compliance professionals and advocating for ethical practices in finance. Her commitment to excellence and integrity sets her apart in her field.

Lexie`s contact details

mail

*****@planningretirements.com

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