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
Advisor GroupSVP - Head of Enterprise RiskMar 23 - PresentLpl FinancialSVP, Risk Management in Service, Trading, & OperationsSep 19- Dec 21Wells Fargo AdvisorsSenior Operations Manager - Risk ManagementAug 16- Sep 19
Pamela TsaiPartnerView Profile, Pamela TsaiCraig RakowskyPresidentView Profile, Craig RakowskyMatteo CellaVice PresidentView Profile, Matteo Cella