Benjamin Castillo

Benjamin Castillo Email and Phone Number

Financial Advisor @ Advanced Portfolio Strategies
Beverly Hills, CA, US
Benjamin Castillo's Location
Los Angeles, California, United States, United States
About Benjamin Castillo

Finance focused business developer with experience in product creation, budget analysis, and process management. Proven track record of implementing new products and processes and equity analysis for wealth management firms.

Benjamin Castillo's Current Company Details
Advanced Portfolio Strategies

Advanced Portfolio Strategies

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Financial Advisor
Beverly Hills, CA, US
Benjamin Castillo Work Experience Details
  • Advanced Portfolio Strategies
    Financial Advisor
    Advanced Portfolio Strategies
    Beverly Hills, Ca, Us
    View
  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley Jul 2023 - May 2024
    Beverly Hills, California, United States
    View
  • Centric Capital Advisors, Llc
    Manager Of Business Development
    Centric Capital Advisors, Llc Jan 2018 - Dec 2020
    Los Angeles, California, United States
  • Centric Capital Advisors, Llc
    Junior Associate
    Centric Capital Advisors, Llc Nov 2016 - Dec 2017
    Los Angeles, California, United States
  • Centric Capital Advisors, Llc
    Marketing & Accounting Intern
    Centric Capital Advisors, Llc Jun 2016 - Oct 2016
    Greater Los Angeles Area
  • First Western Capital Management
    Junior Associate
    First Western Capital Management May 2013 - May 2015
  • Aipac
    Intern
    Aipac Jun 2010 - Mar 2012
    Created spreadsheets for fundraising effortsPlaced calls to encourage donationsAnswered general office callsManaged and took inventory of office supplies
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  • University Synagogue
    Teaching Assistant
    University Synagogue Sep 2006 - Jun 2011
    Led general discussion on WWII and the HolocaustTaught sections of JudaicaTutored students in preparation for their Bar Mitzvah

Benjamin Castillo Education Details

Frequently Asked Questions about Benjamin Castillo

What company does Benjamin Castillo work for?

Benjamin Castillo works for Advanced Portfolio Strategies

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

Benjamin Castillo's current role is Financial Advisor.

What schools did Benjamin Castillo attend?

Benjamin Castillo attended Pepperdine Graziadio Business School, Emory University, Ucla Extension, Ucla Extension.

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