Account Type******** *******Account Owner****** ****Account Opps/Deals******** ****Closed Won • Feb 25**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
Nitzan TuvyaPartnerView Profile, Nitzan TuvyaBree Scott PelczarVice President Philanthropic Events And EngagementView Profile, Bree Scott PelczarManny De ZarragaVice PresidentView Profile, Manny De Zarraga