Account Type***** ***Account Owner*** *****Account Opps/Deals**** ****Closed Won • Aug 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Lpl FinancialEVP, Head of Service and SupervisionSep 18 - PresentUbsExecutive Director - Wealth Management Americas Compliance and Operational Risk ControlOct 17- Sep 18Lpl FinancialSVP, Compliance - Surveillance and InvestigationsJun 11- Oct 17
Aaron WChief Technology OfficerView Profile, aaron w.Larry SwiftVice PresidentView Profile, larry swiftEitan SoloduchoAdvisory Board MemberView Profile, eitan soloducho