Maria T.

Maria T. is an experienced account manager currently working at Vervent since January 2023, where responsibilities include enhancing customer experience, ensuring regulatory compliance, and collaborating with various departments. Previously, Maria served as a solutions consultant at California Business Advisors, Inc. from April 2019 to December 2022, leading initial client interactions and maintaining high customer service standards in business brokerage sales. Maria also held a client-facing role as an accounting support representative at CLA (CliftonLarsonAllen) from December 2017 to April 2019, facilitating communications between clients and financial professionals. Additionally, a tax internship at Sundberg Tax & Consulting involved assisting a CPA with tax compliance and preparing numerous tax returns. Educational background includes attending St. Catherine University.