• Senior Institutional Investment Operations…

    Wells Fargo (Charlotte, NC)
    …steward A2T touchpoints with upstream/horizontal/downstream stakeholders such as legal, client onboarding , reference data, financial crimes, agreement ... governing, suitability, approvals, transparency, privacy, and disclosures) + Mifid and HKMA onboarding requirements + KYC (AML/BSA, Fincen, Travel rule) + Tax… more
    Wells Fargo (09/30/25)
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