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Karla Jaramillo Email & Phone Number
Paraplanner and Financial Services Team Associate
at
CIMA Financial
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Paraplanner and Financial Services Team Associate
Location
Raleigh-Durham-Chapel Hill Area, United States
Who is Karla Jaramillo? Overview
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Quick answer
Karla Jaramillo is listed as Paraplanner and Financial Services Team Associate at CIMA Financial, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a matched LinkedIn profile for Karla Jaramillo.
Karla Jaramillo previously worked as Paraplanner & Financial Services Team Associate at Cima Financial and Paraplanner at Maldonado Financial. Karla Jaramillo holds Bachelor Of Business Administration - Bba, Computer And Information Systems Security/Information Assurance from The University Of Texas At El Paso.
Company email context
Email format at CIMA Financial
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CIMA Financial
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Profile bio
About Karla Jaramillo
Who we are: Bilingual financial planning firm that values Wellbeing, Integrity, Faith, and Excellence. What we do: Bring order and control to business owners and individuals financial life allowing them to make better decisions and focus on what is most important.How we do it: Identifying financial gaps in our clients financial lives and analyzing potential courses of action. We manage cashflows and risk, and implement the appropriate protection, investment, tax, retirement, and estate planning strategies. Why we do it: To enrich the quality of life of those we serve.Insurance: I am licensed to sell insurance in - NC
Current workplace
Karla Jaramillo's current company
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9 roles
Karla Jaramillo work experience
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Paraplanner & Financial Services Team Associate
Paraplanner
Aug 2024 - Nov 2024
Agent
Agent licensed to sell insurance through New York Life Insurance Company
Dec 2022 - Sep 2024
Call Center Service Delivery Manager
Jan 2020 - Apr 2021
Operations Manager
Oct 2009 - Dec 2019
Payroll Supervisor
Feb 2008 - Oct 2009
Report Analyst / Office Administrator
Mar 2006 - Feb 2008
Call Center Supervisor
Feb 2004 - Feb 2006
1 education record
Karla Jaramillo education
FAQ
Frequently asked questions about Karla Jaramillo
Quick answers generated from the profile data available on this page.
What company does Karla Jaramillo work for?
Karla Jaramillo works for CIMA Financial.
What is Karla Jaramillo's role at CIMA Financial?
Karla Jaramillo is listed as Paraplanner and Financial Services Team Associate at CIMA Financial.
Where is Karla Jaramillo based?
Karla Jaramillo is based in Raleigh-Durham-Chapel Hill Area, United States while working with CIMA Financial.
What companies has Karla Jaramillo worked for?
Karla Jaramillo has worked for Cima Financial, Maldonado Financial, New York Life Insurance Company, and Conduent.
How can I contact Karla Jaramillo?
You can use AeroLeads to view verified contact signals for Karla Jaramillo at CIMA Financial, including work email, phone, and LinkedIn data when available.
What schools did Karla Jaramillo attend?
Karla Jaramillo holds Bachelor Of Business Administration - Bba, Computer And Information Systems Security/Information Assurance from The University Of Texas At El Paso.
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