CALIFORNIA CONSUMER - Key Persons

Job Titles:

• CEO
• Member of the Leadership Team

Job Titles:

• Member of the Leadership Team
• Advisor to Managing Members

Job Titles:

• Member of the Leadership Team
• Exec VP, Strategic Solutions

Julie Mochan came to ProTools in 2015 with 16 years of experience in the securities industry as a registered rep and RIA relationship manager. Her unique expertise in the investment management marketplace made her an ideal fit for ProTools, to represent the voice of the advisor. As the company grew and transformed into RegTech, Julie took on the role of first-person advisor with the RiskPro team of developers. This position was to ensure that the RiskPro user experience equaled success to large firms and advisors alike. In 2018, Julie launched the Virtual Learning and Delivery Division of RiskPro. Her education includes such beacons of higher learning as Shippensburg University, Disney University, and most recently, "The University of" YouTube.

Job Titles:

• Chief Compliance Officer
• Member of the Leadership Team

Job Titles:

• Managing Member
• Member of the Leadership Team

Job Titles:

• Managing Member
• Member of the Leadership Team