Account Type**** *******Account Owner****** ***Account Opps/Deals******* *****Closed Won • Jul 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
Sean CarpenterVice PresidentView Profile, sean carpenterMonica SouzaDiretor De Unidade De NegociosView Profile, mônica souzaGyan ChawdharyVice PresidentView Profile, gyan chawdhary