The Finance and Strategy Team at Y TREE is dedicated to analyzing and optimizing clients' financial profiles by leveraging data-driven insights and strategic planning. They work collaboratively to develop tailored financial strategies, ensure efficient resource allocation, and support informed decision-making, ultimately enhancing the financial well-being of clients through a comprehensive understanding of their financial life.
Adriano Mariani
Financial strategy analyst
Eliana Sydes FPFS TE...
Head of Financial Life Strateg...
Joshua Smith
Financial Strategy Analyst
Monika Pietruk
Finance Manager
Naomi S.
Financial Life Strategy Analys...
Sasha Brook
Finance Strategy Analyst
Venika (Penny) Mekdh...
Financial Strategy Associate
Will Bryant
Financial Strategist