Account Type***** ***Account Owner**** *******Account Opps/Deals******* *******Closed Won • Nov 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Mutual GroupVP, Chief Compliance Officer at Mutual Securities, Inc. Member FINRA, SIPCSep 23 - PresentPrudential FinancialDirector, Regulatory Supervision Financial PlanningOct 13- Jul 23Bridgewater AssociatesSenior Operations, Specialist Fund and Investor ServicesJun 12- Oct 13
Nathan OFractional CTOView Profile, nathan o.Andy CaoChief Operating OfficerView Profile, andy caoMark RobertsonRetired Chief Executive OfficerView Profile, mark robertson