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
Aca GroupCompliance OfficerDec 23 - PresentEdward JonesSenior Compliance OfficerJan 23- Dec 23Priority Financial GroupRIA Compliance OfficerMar 21- Oct 22
Xiaoying ShiPublic RelationsView Profile, Xiaoying ShiMckenna MurphyCompliance Services ManagerView Profile, Mckenna MurphyIsabella ZoppiIspettore SinistriView Profile, Isabella Zoppi