Account Type****** ********Account Owner****** ***Account Opps/Deals******** *******Closed Won • Oct 24****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
April SandersFinancial Crimes Specialist IIView Profile, april sandersMarcio BokaVC PE InvestorView Profile, marcio bokaUdi HevroniFinancial Insurance Expert Family Office Services For HNW Corporate ClientsView Profile, udi hevroni