Amy Carrillo
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Amy Carrillo Email & Phone Number

Client Services Manager at Citizens Private Wealth
Location: Vallejo, California, United States 8 work roles 2 schools
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@wellsfargo.com
LinkedIn Profile matched
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Current company
Role
Client Services Manager
Location
Vallejo, California, United States
Company size

Who is Amy Carrillo? Overview

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Quick answer

Amy Carrillo is listed as Client Services Manager at Citizens Private Wealth, a with 219 employees, based in Vallejo, California, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Amy Carrillo.

Amy Carrillo previously worked as Training and Integration Specialist at Jpmorgan Chase & Co. and Training and Integration Specialist at First Republic Private Wealth Management. Amy Carrillo holds Certification In Technology Project Management, Information Technology Project Management from Uc Berkeley Extension.

Company email context

Email format at Citizens Private Wealth

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{first}.{last}@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Amy Carrillo. Compare company email patterns before reaching out.

Profile bio

About Amy Carrillo

What motivates me most is solving problems and helping others. I believe that problem solving is a critical part of growth and that success is determined by what you do for others. It is all about building connections, development, and looking at challenges as an opportunity to drive improvement.I've been able to do that throughout my extensive career in the financial industry based on my ability to think of creative solutions and adapting to circumstances. This also led me to completing the UC Berkeley Extension Technology Program Management program where I have expanded my project and program management skills. In my most recent role as a Business Execution Consultant at Wells Fargo Bank, I have been able to improve process in customer experience and risk management by analyzing trends through operational reports and branch inspections to identify and mitigate issues. I consult leadership with strategy and insight to make decisions that align with internal policy and procedures. This effort has led to several years of satisfactory risk performance in the district I cover. What makes me good at solving problems is the ability to deconstruct an issue and get to the root cause. This happens by analyzing and assessing the issue, documenting the risks, coordinate solutions cross-functionally, and communicate risks to senior leadership. The end game - mitigate the risk! I work well with technical teams, subject matter experts, and leadership...taking the issue across the lifecycle - from identification to mitigation. With skills and experience using Scrum, Kanban, Waterfall, and Agile, along with program management tools (Wrike, Trello, Monday.com, Jira, Confluence, and Asana), I use my Professional Scrum Master (PSM) certification to manage programs and projects through the lifecycle.

Listed skills include Leadership, Policies And Procedures, Team Building, Consulting, and 21 others.

Current workplace

Amy Carrillo's current company

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Citizens Private Wealth
Citizens Private Wealth
Client Services Manager
Vallejo, CA, US
Employees
219
AeroLeads page
8 roles

Amy Carrillo work experience

A career timeline built from the work history available for this profile.

Training And Integration Specialist

-Drive all training related activities necessary to onboard new hires and ensure proficiency with systems, policies and procedures and act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations team.

Nov 2022 - Jun 2023

Business Execution Consultant

Concord, California, United States

-Risk management leader with expert knowledge of policies and procedures.-Identify and analyze risk action items and guide management to branch adherence of risk and regulatory requirements.-Professional and detailed written and verbal communication skills.

Jan 2021 - Jun 2023

Regional Services Consultant

Concord, California, United States

Risk management consulting of risk trends and operational compliance to ensure quality assurance

May 2018 - Jan 2021

Branch Manager

San Mateo, Ca

Directed a team of 12 that included tellers, bankers and specialty bankers that delivered product sales and services to customers.

Feb 2017 - May 2018

Service Manager

Served as a member of the branch management team that supported customer and employee experience with accountability for managing a staff of 10 tellers. Managed the completion of daily operational tasks.

Jan 2013 - Feb 2017
2 education records

Amy Carrillo education

Certification In Technology Project Management, Information Technology Project Management

Associate Of Arts And Sciences (A.A.S.), Business Administration And Management, General

Heald College-San Francisco
FAQ

Frequently asked questions about Amy Carrillo

Quick answers generated from the profile data available on this page.

What company does Amy Carrillo work for?

Amy Carrillo works for Citizens Private Wealth.

What is Amy Carrillo's role at Citizens Private Wealth?

Amy Carrillo is listed as Client Services Manager at Citizens Private Wealth.

What is Amy Carrillo's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Amy Carrillo at Citizens Private Wealth.

Where is Amy Carrillo based?

Amy Carrillo is based in Vallejo, California, United States while working with Citizens Private Wealth.

What companies has Amy Carrillo worked for?

Amy Carrillo has worked for Citizens Private Wealth, Jpmorgan Chase & Co., First Republic Private Wealth Management, and Wells Fargo.

How can I contact Amy Carrillo?

You can use AeroLeads to view verified contact signals for Amy Carrillo at Citizens Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Amy Carrillo attend?

Amy Carrillo holds Certification In Technology Project Management, Information Technology Project Management from Uc Berkeley Extension.

What skills is Amy Carrillo known for?

Amy Carrillo is listed with skills including Leadership, Policies And Procedures, Team Building, Consulting, Banking, Sales, Microsoft Powerpoint, and Customer Satisfaction.

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