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
Motley Fool Wealth ManagementDeputy Chief Compliance OfficerOct 24 - PresentCi Segall Bryant HamillManager, ComplianceMay 18- Nov 21Denver InvestmentsCompliance ManagerOct 14- Apr 18
Akash AmmanathManaging ConsultantView Profile, Akash AmmanathCelia TanProject ManagerView Profile, Celia TanAnna HelsonV P Senior Lead Operational Risk OfficerView Profile, Anna Helson