Account Type**** ****Account Owner****** ****Account Opps/Deals***** *******Closed Won • Nov 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
David SperoSenior Financial AnalystView Profile, david speroElaine ASenior Financial AnalystView Profile, elaine a.Felicity BellmuntSenior Tax ManagerView Profile, felicity bellmunt