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Julie Mochan

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Julie Mochan

Executive Vice President, TAMP Solutions | The Pacific Financial Group, Inc.

State College, Pennsylvania, United States

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Julie Mochan

Summary

Julie Mochan is an accomplished Executive Vice President at The Pacific Financial Group, Inc., specializing in TAMP solutions. With a rich background in investment advice and project management, she has over 16 years of experience in the securities industry. Julie has held various leadership roles, showcasing her expertise in business development and strategic planning. She has successfully launched innovative solutions in the financial technology sector, enhancing user experiences for advisors and large firms. Julie's career also includes a unique stint in character entertainment with The Walt Disney Company, highlighting her diverse skill set and creative approach. She is passionate about leveraging technology to improve financial services and is a licensed securities advisor. Julie holds a degree from Shippensburg University of Pennsylvania, and her professional journey reflects a commitment to excellence and innovation in the financial industry.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Julie Mochan

Work Experience

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Executive Vice President, TAMP Solutions at

The Pacific Financial Group, Inc.

November 2023 - Present

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Director, Content and Insights at

RiskPro® by ProTools, LLC.

June 2016 - Present

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Director, Content and Insights at

The Pacific Financial Group, Inc.

June 2015 - Present

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Dir, Content/Insights at

The Pacific Financial Group, Inc.

June 2015 - Present

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Manager, Relationship Development at

Aris Corporation

June 2007 - June 2015

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IAR at

INVESTMENT ADVISOR

November 1999 - June 2007

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Character Entertainment at

The Walt Disney Company

January 1995 - January 1997

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Clinic Coordinator at

Penn State Health

January 1990 - January 1995

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Frequently Asked Questions about Julie Mochan

What is Julie Mochan email address?

Julie Mochan's primary email address is *******@riskproadvisor.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Julie Mochan work for?

Julie Mochan is a Executive Vice President, TAMP Solutions at The Pacific Financial Group, Inc., a company specializing in Monetary Authorities-Central Bank.

Where Julie Mochan graduated from?

Julie Mochan holds a degree in from Shippensburg University of Pennsylvania.

How can I directly contact Julie Mochan?

To contact Julie Mochan directly, you can use the email address *******@riskproadvisor.com. Complete contact information is available upon registration with Muraena.

Who is Julie Mochan?

Julie Mochan is an accomplished Executive Vice President at The Pacific Financial Group, Inc., specializing in TAMP solutions. With a rich background in investment advice and project management, she has over 16 years of experience in the securities industry. Julie has held various leadership roles, showcasing her expertise in business development and strategic planning. She has successfully launched innovative solutions in the financial technology sector, enhancing user experiences for advisors and large firms. Julie's career also includes a unique stint in character entertainment with The Walt Disney Company, highlighting her diverse skill set and creative approach. She is passionate about leveraging technology to improve financial services and is a licensed securities advisor. Julie holds a degree from Shippensburg University of Pennsylvania, and her professional journey reflects a commitment to excellence and innovation in the financial industry.

Julie`s contact details

mail

*******@riskproadvisor.com

*******@ariscorporation.com

*******@hsh.org

*******@tpfg.com

*******@disney.com

************@riskpro.in

Colleagues

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Aif Parker Mosley

Vice President, Southeast Region

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Neil Nakagawa

Regional Vice President

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Aif Darrell Szymanski

Senior Vice President - National Sales

Jim Mcclendon

CEO & Senior Portfolio Manager

Jill Dildine

Corp VP & CFO

Logan Cummings

Regional Vice President

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Mark Kennedy

Vice President, National Sales - The Pacific Financial Group

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