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
Mariah MirzaManager Cloud FinanceView Profile, Mariah MirzaAdam SwackPrivate Equity Senior AssociateView Profile, Adam SwackIris FigueroaSr Billing CoordinatorView Profile, Iris Figueroa