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In this second episode of the series of mini-casts (short podcasts within a podcast) ,The Translator host, Julie Mochan, gets talking about PTE 2020-02 with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan. In December of 2020, the DOL adopted PTE 2020-02 🎙 Jason tells you who is affected by the DOL's…
 
This episode is the first in a series of mini-casts (short podcasts within a podcast) where The Translator host, Julie Mochan, will dig into financial regulatory and compliance topics with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan. Look for lots of About RiskPro: RiskPro® is a revolutionary tec…
 
In this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere": avoiding people ☕🤨 changing the dress code🤠 wearing shoes 👟👠👞 hair and make-up 👱🏽‍♂️💈💄 and then dives deep and gets real by asking many important questions of expert Life and Leadership Coach, Kerry Bestwick. Everyone f…
 
The Translator's host, Julie Mochan interviews Dennis Thankachan, CEO of Lightyear.ai. about leaving the financial industry to start a business that offers its product and services to many industries, including the the financial industry. Dennis shares his personal philosophy on knowing which path to take to be successful at doing what you have a p…
 
Julie Mochan, host of The Translator by RiskPro talks to Doug Griffith, Founder of Anthrobot Creative and 35 year veteran of Walt Disney Imagineering. About RiskPro RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio …
 
In this episode, Julie Mochan talks about the volatility in the "short squeezer" stocks and when RiskPro was able to spot the potential risk. Julie's guest is Glen Schreitmueller, Chief Product Officer of ProTools, LLC, developer of RiskPro. Glen and Julie dig into RiskPro, their new integration with Envestnet, and what a financial institution can …
 
Tune in to enjoy host Julie Mochan talk in depth to Nick Scalzo, CEO of RiskPro's parent company about the origin and development of this RegTech solution. Nick then shares quite a bit about his history growing up in Southern California,and the Orange County punk music scene. There are lots of shout outs to many people that have influenced and help…
 
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