Account Type*** ***Account Owner******** *****Account Opps/Deals******** *****Closed Won • Jan 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
Andreea BortanFinance ManagerView Profile, Andreea BortanChristopher DotyCFOView Profile, Christopher DotyAlejandra DuarteTax SpecialistView Profile, Alejandra Duarte