Avantax
Diego Ulloa, MBA, is a seasoned compliance consultant currently working at Avantax® since April 2020, with a prior role as a client service representative. Previous experience includes a position as a licensed suitability representative at New York Life Insurance Company from April 2014 to December 2019 and as a retirement plan specialist at T. Rowe Price between October 2008 and February 2013. Diego Ulloa holds a Master of Business Administration (M.B.A.) in Business Administration and Management from Loyola University New Orleans and a Bachelor of Science (B.S.) in Marketing from Louisiana State University.
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