Account Type****** *****Account Owner**** ********Account Opps/Deals******** ***Closed Won • Oct 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
Erwan DaubenfeldSenior Pricing ManagerView Profile, erwan daubenfeldAlexander ZierSenior Financial AnalystView Profile, alexander zierSkyler LowSenior Financial AnalystView Profile, skyler low