Meredith G.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

I offer regulatory compliance services to fintech firms, online broker-dealers, robo-advisors, private funds, exempt reporting advisers, neo-banks, and money transmitters. My expertise lies in developing compliance systems and workflows, including customer onboarding, back-office operations, surveillance, algorithmic methodologies, annual testing, advertising compliance, and affiliate marketing program integration. I bring a positive attitude and an eagerness to help my clients find a solution. Broker/Dealer - Registered Investment Adviser - Crypto Outsourced CCO Services Algorithmic Methodologies Surveillance KYC - AML Advertising & Marketing Review SEC & FINRA exam assistance Draft or review policies and procedures tailored to your organization Compliance Calendar Gap Analysis