Jacqueline Carrillo's Location
Watsonville, California, United States
Jacqueline Carrillo's Work
- Investment Associate @ RBC Wealth Management
- Senior Sales Executive Assistant @ Santa Cruz Bicycles
- Executive Assistant and Registered Client Service Associate @ Merrill Lynch
- Client Services Coordinator @ Zuk Financial Group
- Mortgage Loan Officer and Mortgage Loan Coordinator @ Bank of America
- Adminstrative Assistant @ Sambrailo Packaging
Jacqueline Carrillo's Education
- Santa Clara University
Bachelors (Finance)
1998 - 2002
Jacqueline Carrillo's Skills
- Wealth Management
- Portfolio Management
- Securities
- Banking
- Investments
- Risk Management
- Mortgage Lending
- Credit
- Fixed Annuities
- Retirement
Jacqueline Carrillo's Summary
Jacqueline Carrillo, based in Watsonville, California, United States, is currently a Investment Associate at RBC Wealth Management, bringing experience from previous roles at Santa Cruz Bicycles, Merrill Lynch, Zuk Financial Group and Bank of America. Jacqueline Carrillo holds a 1998 - 2002 Bachelors in Finance @ Santa Clara University. With a robust skill set that includes Wealth Management, Portfolio Management, Securities, Banking, Investments and more, Jacqueline Carrillo contributes valuable insights to the industry. Jacqueline Carrillo has 2 emails on RocketReach.
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