Andrea Castillo

Andrea Castillo Email and Phone Number

Client Service Associate, Wealth Management @ Cerity Partners
United States
Andrea Castillo's Location
United States, United States
Andrea Castillo's Contact Details

Andrea Castillo work email

Andrea Castillo personal email

n/a
About Andrea Castillo

Andrea Castillo is a Client Service Associate, Wealth Management at Cerity Partners. They possess expertise in microsoft office, research, customer service, microsoft excel, management and 5 more skills. They is proficient in English.

Andrea Castillo's Current Company Details
Cerity Partners

Cerity Partners

View
Client Service Associate, Wealth Management
United States
Website:
ceritypartners.com
Employees:
1282
Andrea Castillo Work Experience Details
  • Cerity Partners
    Client Service Associate, Wealth Management
    Cerity Partners
    United States
    View
  • Cystic Fibrosis Foundation
    Senior Investment Operations Analyst
    Cystic Fibrosis Foundation Jun 2024 - Present
    Bethesda, Md, Us
    View
  • Cerity Partners
    Client Service Operations Associate, Wealth Management
    Cerity Partners Jan 2022 - May 2024
    New York, Ny, Us
    View
  • Cerity Partners
    Operations Associate
    Cerity Partners Jul 2021 - Jan 2022
    New York, Ny, Us
    View
  • Bny Mellon
    Hedge Fund And Private Equity Fund Accounting Reporting Senior Specialist
    Bny Mellon Jan 2021 - Jul 2021
    New York, Ny, Us
    View
  • Bny Mellon
    Accounting And Reporting Senior Specialist
    Bny Mellon Dec 2014 - Jul 2021
    New York, Ny, Us
    View
  • Brigham And Women'S Hospital
    Patient Service Coordinator
    Brigham And Women'S Hospital Oct 2014 - Dec 2014
    Us
    View
  • Ilovekickboxing.Com - Saugus
    Kickboxing Instructor
    Ilovekickboxing.Com - Saugus May 2013 - Aug 2014

Andrea Castillo Skills

Microsoft Office Research Customer Service Microsoft Excel Management Leadership Project Management Strategic Planning Social Media Powerpoint

Andrea Castillo Education Details

  • Harvard University
    Harvard University
    Psychology
  • Salem State University
    Salem State University
    International Business
  • Quincy College
    Quincy College
    Humanities/Humanistic Studies

Frequently Asked Questions about Andrea Castillo

What company does Andrea Castillo work for?

Andrea Castillo works for Cerity Partners

What is Andrea Castillo's role at the current company?

Andrea Castillo's current role is Client Service Associate, Wealth Management.

What is Andrea Castillo's email address?

Andrea Castillo's email address is ac****@****ors.com

What schools did Andrea Castillo attend?

Andrea Castillo attended Harvard University, Salem State University, Quincy College.

What skills is Andrea Castillo known for?

Andrea Castillo has skills like Microsoft Office, Research, Customer Service, Microsoft Excel, Management, Leadership, Project Management, Strategic Planning, Social Media, Powerpoint.

Who are Andrea Castillo's colleagues?

Andrea Castillo's colleagues are Le Phamnhatkhanh, Michelle Soto, Cfp®, Cdfa®, Cameron Lehrmann, Cpa, Peter Johnson, Devon Ruttenberg, Ekaterina Klimentova Cpa, Cdfa, Ben Lomazow.

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