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
Rafal JadackiSenior Tax ManagerView Profile, Rafal JadackiSean YooSenior AccountantView Profile, Sean YooAnna KervisonManager Insurance Business Solutions North AmericaView Profile, Anna Kervison