Jim Quaider has extensive experience in financial services and compliance, holding various leadership roles across several prominent institutions. Most recently, Quaider served as a Supervisory Principal at Citi from January 2022 to March 2023 and held similar positions at BBVA Investments Services. Previous experience includes roles as a Financial Advisor at JPMorgan Chase and a Wealth Advisor at USAA, where Quaider provided tailored investment solutions to meet clients' financial needs. Additional roles encompass compliance responsibilities as an OSJ Principal at the Financial Process Group and management positions at CUNA Mutual Group, overseeing a significant team of financial advisors across multiple states. Quaider holds a Bachelor of Science in Mechanical Engineering from the United States Military Academy at West Point.
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