Monique Castillo Email & Phone Number
Financial Advisor @ Higher Ground Financial Services
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Monique Castillo Location
- Philadelphia, PA, US
Monique Castillo Work
- Financial Advisor @ (June 2017 - Present)
- Financial Advisor @ (January 2012 - June 2017)
- Financial Advisor @ Vantage Point Bank and Financial Services (November 2009 - January 2012)
- Financial Advisor @ (February 2008 - October 2009)
- Manager of Customer Relations @ Chindex (February 1995 - April 2001)
- Teacher - Princeton-in-Asia Fellow @ Wuhan Foreign Language School (September 1990 - June 1991)
Monique Castillo Education
- The Johns Hopkins University 1986-1990
Monique Castillo Skills
- Financial Advisory
- Public Speaking
- Insurance
- Wealth Management Services
- Data Analysis
- Floors
- Investments
- Wealth Preservation
- Retirement Plan Consulting
- Asset Allocation
- Strategic Planning
- Wealth Management
- Securities
- Microsoft Excel
- Multigenerational
- Customer Service
- Remodeling
- Wealth Preservation Strategies
- Financial Reporting
- Retirement Plan
- Multigenerational Wealth Transfer Strategies
- Curriculum Development
- Hold Series 7
- Series 66
Monique Castillo Summary
- Monique Castillo, based in Philadelphia, PA, US, is currently a Financial Advisor at Higher Ground Financial Services. Monique Castillo brings experience from previous roles at Oppenheimer & Co. Inc., Vantage Point Bank and Financial Services, UBS and Chindex. Monique Castillo holds a 1986 - 1990 The Johns Hopkins University. With a robust skill set that includes Financial Advisory, Public Speaking, Insurance, Wealth Management Services, Data Analysis and more. Monique Castillo has 3 emails and 2 mobile phone numbers on RocketReach.
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