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Adriana Carrillo

Accounting & Administrative Associate
Education and Credentials
University of California, Santa Barbara
BA in Economics, BA in Spanish

Adriana Carrillo is an Accounting & Administrative Associate at SteelPeak Wealth Management. She is currently pursuing a Master's degree in Technology Management at UC Santa Barbara, where she previously earned her undergraduate degrees in Economics and Spanish.

With a background in accounting, research, and financial services, Adriana is passionate about learning how technology can shape the future of finance and drive innovation across the industry. Outside of work and school, she enjoys traveling, hiking, and spending time with family and friends.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Adriana
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Enrique Vargas
Market Director
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Steven K. Ridgeway, CPA
Tax Services Lead
Kingsley Choi
Wealth Advisor
Tai Habib
Senior Client Service Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Derek Ruan
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Mary Berg, CPA/PFS
Technical Reviewer
Rachel Otto
Staff Accountant
Aimie Lalas
Tax Administrator
Joe Fusaro
Director of Operations
Teddy Weber, CPA
Tax Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Michael Rashtian
Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Andrew Moss
Wealth Advisor
Josh Lev
Vice President, Investment Research
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Roger Lopez
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Tyler Resh
Chief Growth Officer
Bradley Triana
Tax Consultant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Stephen Fringer
Systems & Reporting Manager
James Cordle
Senior Trader
Michael Nader, EA
Tax Associate
Kiras Persky
Deputy General Counsel
Emelyne Ham
Sr. Client Service Associate
Ryan Santiago
Operations Manager
Heather Hinrichs
Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Charlotte Perkinson
HR & Talent Manager
Cecilia Umbel
Client Service Manager
Jordan Peterson, CPFA®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Dalia Dardoon
Associate Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Myles Bozinovski
Sr. Market Director
Airene Williamson
Chief Legal & Compliance Officer
Rich Winer
Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Nicole Bezerra
HR Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Laila Bahman
Associate
Joshua Fein
Controller
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Jason Hart
Director of Operations
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Wayne T. Slappy
Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Wyatt Gibson
Junior Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Curtis Cooper
Associate Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Jack Martin
Associate Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Jennifer Prendergast
Director of Tax Operations
Brandon McAuslen
Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Dylan Drake
Marketing Associate
Kim Zajic
Chief Administrative Officer
Annie Heller
Associate Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Lesny Espinoza, EA
Tax Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Patrick Oliver, MST, EA
Senior Tax Consultant
Anthony Kim
Portfolio Manager