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Mar, 20, 2013 News Release Main Page
Genesis creates learning curriculum for the Securities Industry
 
Boston, March 20, 2013: Genesis is pleased to announce the creation of a learning curriculum covering the key aspects of lending and anti-money laundering for the securities industry (http://www.consultgenesis.com/specialty_areas/securities_industry.asp). The curriculum will target sales professionals and assistants, lending officers, and compliance officers among others.

Given the ever changing business and regulatory environments, the securities industry is faced with the need to diversify its principal sources of revenue and become more active in lending to its clients.  In addition, recent developments at large international banks underscore the need to have a strong anti-money laundering training framework in place.

“Since 2007, Genesis has acquired significant experience in the most sensitive areas of the Wealth Management divisions of large and medium size banks; US and non-US. It has developed a large number of seminars and assembled a pool of experienced instructors. We thought that experience ought to be put to good use in an industry which is undergoing a remarkable transformation”, says Francisco Watkins, Securities Industry Specialty Area Leader.

Francisco Watkins has spent 39 years working in financial institutions in the US, Mexico, Switzerland and the UK. His career included various managerial and executive positions at US and European multinational banks, US community banks, Swiss private banks, US securities firms, and UK trade finance companies. For the past three years he has been President of a Florida based Registered Investment Advisor. 

As a Registered Representative at two US securities firms, he passed the required Series 7 and Series 66 exams. He is fluent in English and Spanish, and has a working ability to read and understand French. 

For additional information: fwatkins@consultgenesis.com,  Tel. +1 (813) 258-3950.

 
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