Retired
Self-Employed
Dec 2023 - Feb 2024
AeroLeads people directory · profile
Bea Carrillo Email & Phone Number
2 work emails found
@techcu.com
2 phones found area 408
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 71%
Location
San Jose, California, United States
Who is Bea Carrillo? Overview
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Quick answer
AeroLeads shows a work email signal at techcu.com, phone signal with area code 408, and a matched LinkedIn profile for Bea Carrillo.
Bea Carrillo previously worked as Retired at Self-Employed and Regional Sales Manager at Cetera Financial Group. Bea Carrillo holds Bachelor'S Degree, Business Administration And Management, General from University Of Phoenix.
Company email context
Email format at techcu.com
This section adds company-level context without repeating Bea Carrillo's masked contact details.
{first_initial}{last}@techcu.com
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AeroLeads found 2 current-domain work email signals for Bea Carrillo. Compare company email patterns before reaching out.
Profile bio
About Bea Carrillo
Throughout my 20+ years in the financial services industry, I have served in a division leadership role for Investment Services and Wealth Management resulting in record year over year growth and profitability: Private Banking, Investments, and Insurance; Wealth Management Sales and Operations. Market-facing leader for the Wealth Management Division in the Bay Area marketplace, working with tech employer companies and our most sophisticated and complex HNW clients. Program Manager for our Broker Dealer overseeing sales, compliance, and client engagement functions. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Cetera is not affiliated with the financial institution where investment services are offered. Cetera Investors1737 N First St Ste 460San Jose CA 95112INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.
Listed skills include Banking, Loans, Credit, Leadership, and 12 others.
5 roles
Bea Carrillo work experience
A career timeline built from the work history available for this profile.
Regional Sales Manager
Dec 2020 - Oct 2023
Vp Wealth Management
Apr 2010 - Apr 2020
Vice President Investment Services
Jun 2000 - Apr 2010
Investment And Insurance Services Manager
Oct 1997 - May 2000
1 education record
Bea Carrillo education
FAQ
Frequently asked questions about Bea Carrillo
Quick answers generated from the profile data available on this page.
What is Bea Carrillo's email address?
AeroLeads has found 2 work email signals at @techcu.com for Bea Carrillo.
What is Bea Carrillo's phone number?
AeroLeads has found 2 phone signal(s) with area code 408 for Bea Carrillo.
Where is Bea Carrillo based?
Bea Carrillo is based in San Jose, California, United States.
What companies has Bea Carrillo worked for?
Bea Carrillo has worked for Self-Employed, Cetera Financial Group, Technology Credit Union, and Technology Credit Union (Tech Cu).
How can I contact Bea Carrillo?
You can use AeroLeads to view verified contact signals for Bea Carrillo, including work email, phone, and LinkedIn data when available.
What schools did Bea Carrillo attend?
Bea Carrillo holds Bachelor'S Degree, Business Administration And Management, General from University Of Phoenix.
What skills is Bea Carrillo known for?
Bea Carrillo is listed with skills including Banking, Loans, Credit, Leadership, Customer Service, Consumer Lending, Portfolio Management, and Commercial Lending.
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