Account Type****** ****Account Owner******** ********Account Opps/Deals***** ***Closed Won • Jan 25****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Aca GroupDirector of Advisory ConsultingDec 22 - PresentNational Planning Corporation NpcCompliance Surveilance AnalystFeb 15- Apr 16Ameriprise Financial Services LlcBrokerage Clearing Professional IIJun 11- Feb 13
Monica OchoaVice President L 2View Profile, Monica OchoaJim VarikosGeneral Manager Partner APAC Middle EastView Profile, Jim VarikosZac LitwackPartnerView Profile, Zac Litwack