Account Type*** *****Account Owner*** ********Account Opps/Deals**** *****Closed Won • Feb 25****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Vineyard Wealth GroupFounder | Financial AdvisorOct 24 - PresentCharles SchwabVP - Branch ManagerAug 07- Nov 20Merrill LynchInternJan 07- Jul 07
Jana Jorneaמנהלת חשבונותView Profile, Jana JorneaCamilo VillagraBindary OperatorView Profile, Camilo VillagraDon VuongVP Of FinanceView Profile, Don Vuong