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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

Steven K. Ridgeway, CPA
Tax Services Lead
Alexandra Miller
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Dylan Drake
Marketing Associate
Dalia Dardoon
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Tai Habib
Senior Client Service Associate
Airene Williamson
Chief Legal & Compliance Officer
Jack Martin
Associate Wealth Advisor
Heather Hinrichs
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Morten Roness, MBA
Vice President, Wealth Advisor
Anthony Kim
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
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Director of Operations
Harley Guzman
Office Manager & Junior Paralegal
Patrick Oliver, MST, EA
Senior Tax Consultant
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Sr. Vice President, Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Associate Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Kingsley Choi
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Enrique Vargas
Market Director
Rich Winer
Vice President, Wealth Advisor
Laila Bahman
Associate
Brendan Finneran
Senior Portfolio Manager
Jackie Stafford
Sr. Client Service Associate
Noah Barrionuevo
Associate
Rachel Otto
Staff Accountant
Teddy Weber, CPA
Tax Associate
Ryan Santiago
Operations Manager
Michael Rashtian
Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Lisa Tashtchian
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Luke Everhart
Business Development Associate
Aimie Lalas
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Andrea Chandos
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Sr. Vice President, Wealth Advisor
Cecilia Umbel
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Jennifer Prendergast
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