Account Type**** ********Account Owner***** *****Account Opps/Deals****** *****Closed Won • Dec 24****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
Brad RondyAssociate Director Advertising ComplianceView Profile, brad rondyNathan SchwartzbergDeputy General CounselView Profile, nathan schwartzbergAria LucchesiRegulatory AssociateView Profile, aria lucchesi