Account Type**** *******Account Owner******* *****Account Opps/Deals**** *******Closed Won • Dec 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
Landon BuzzerdAssociate Wealth AdvisorView Profile, landon buzzerdNuria Fernandez BlancoDireccion FinancieraView Profile, nuria fernandez blancoDiana PristAccounting BookkeeperView Profile, diana prist