Don Pollard
CEO / CCO at Intersource Consulting Group LLC. | New York City Metropolitan Area
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As the CEO and Chief Compliance Officer at Intersource Consulting Group LLC, Don Pollard leverages over two decades of extensive experience in the financial services industry to drive strategic initiatives that enhance operational efficiency and compliance. With a robust background in compliance, operations, branch management, and business development, Don is adept at navigating the complexities of FINRA rules and regulations, ensuring that clients not only meet regulatory requirements but also thrive in a competitive landscape. His leadership is instrumental in guiding key projects that focus on optimizing firm operations, generating additional revenue streams, and aligning business strategies with client needs.
Under Don's stewardship, Intersource Consulting Group has developed a reputation for delivering tailored consulting services that empower firms to achieve their growth objectives. His expertise in anti-money laundering (AML) practices, coupled with a deep understanding of mutual funds, securities, and portfolio management, positions him as a trusted advisor to clients seeking to enhance their compliance frameworks and operational strategies. Don’s analytical acumen and project management skills enable him to implement innovative solutions that streamline processes and foster strong client relationships.
In addition to his technical skills, Don is proficient in utilizing tools such as Microsoft Office, GoToMeeting, and Salesforce to enhance communication and collaboration within teams and with clients. His common-sense intelligence and commitment to excellence make him a pivotal figure in the financial consulting arena, where he continues to drive impactful change and support firms in realizing their vision and growth goals.
CEO / CCO at Intersource Consulting Group LLC. in January 2016 to Present
AML Officer at Newport Coast Securities, Inc. in October 2015 to July 2016
Branch Office Manager / Compliance Officer at Brookville Capital Partners LLC in March 2014 to March 2015
Sr. Controls Analyst at MetLife Financial Services in November 2010 to August 2012
Vice President of Client Service at AppCrown in March 2010 to September 2010
Manager at DCI in January 2009 to January 2010
Control Administrator AVP at Smith Barney in November 2005 to May 2009
Manager at E*Trade Professional in January 2004 to January 2005
Supervisor at E*Trade Professional in January 2003 to January 2005
Manager at Quick & Reilly in January 1995 to January 2001
Account executive at Waterhouse Securities in January 1993 to January 1995
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Series 24
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Discover more about Intersource Consulting Group LLC.What is Don Pollard email address?
Email Don Pollard at [email protected], [email protected] and [email protected]. This email is the most updated Don Pollard's email found in 2026.
What is Don Pollard phone number?
Don Pollard phone number is +1.6317213541.
How to contact Don Pollard?
To contact Don Pollard send an email to [email protected], [email protected] or [email protected]. If you want to call Don Pollard try calling on +1.6317213541.
What company does Don Pollard work for?
Don Pollard works for Intersource Consulting Group LLC.
What is Don Pollard's role at Intersource Consulting Group LLC.?
Don Pollard is CEO / CCO
What industry does Don Pollard work in?
Don Pollard works in the Financial Services industry.
Don Pollard Email Addresses
Don Pollard Phone Numbers
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