Marzieh Tavakkoli


Columbia, Maryland 21044
About Me
With over a decade of experience in banking and accounting I bring a well-rounded financial background to every client relationship. Since joining the banking industry in 2016, I've worked closely with business owners to provide tailored financial guidance, access to capital, and solutions designed to support sustainable growth.
I specialize in helping Medical, Dental, and Veterinary practices, as well ad businesses in industries like Engineering, Manufacturing, and more. My approach is centered on understanding each client's Unique needs and delivering strategies that evolve with their business.
Supported by a knowledgeable team, I'm equipped to offer lending solutions, treasury tools, and customized insights to help clients at every stage. from startup to expansion.
My Master's Degree, combined with my industry experience, enables me to be a strategic partner, supporting my clients through each stage of their business growth.
Industry Experience
- Engineering Firms
- General industries
- Government Contractors
- Healthcare & Physician Practices
- Manufacturing
- Restaurant/Food Industry
- Technology Services
- Transportation
- Wholesale Trade
Business solutions so powerful, you’ll make every move matter





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