Kevin Castillo Email & Phone Number
@wealthfront.com
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Who is Kevin Castillo? Overview
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Kevin Castillo is listed as Product Specialist II at Wealthfront, a company with 230 employees, based in United States, United States, United States. AeroLeads shows a work email signal at wealthfront.com and a matched LinkedIn profile for Kevin Castillo.
Kevin Castillo previously worked as Product Specialist at Wealthfront and Relationship Manager and Lending Specialist at Bank Of America. Kevin Castillo holds Bachelor Of Science (B.S.), Management from University Of Massachusetts Boston.
Email format at Wealthfront
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AeroLeads found 1 current-domain work email signal for Kevin Castillo. Compare company email patterns before reaching out.
About Kevin Castillo
Kevin Castillo is a Product Specialist II at Wealthfront. He possess expertise in customer service, microsoft word, microsoft office, powerpoint, retail and 10 more skills.
Listed skills include Customer Service, Microsoft Word, Microsoft Office, Powerpoint, and 11 others.
Kevin Castillo's current company
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Kevin Castillo work experience
A career timeline built from the work history available for this profile.
Product Specialist
Relationship Manager And Lending Specialist
- Manage client relationships while providing financial solutions to both individual clients and small business
- Deepen relationships with consumer and small business clients by uncovering their financial priorities and offering tailored products to help them save time and money.
- Partner with specialists for additional support in relation to lending, investment and real estate needs.
- Maintain a book of business and complete at least 25 outbound calls and 50 emails per week
- Met and exceed sales goals for 1st quarter and 2nd quarter 2019
- Achieved Platinum banking center distinction in 2018 based on customer satisfaction.
Relationship Banker
- Engaged clients in the lobby to direct them to the proper associate to best service their needs
- Met with client to discuss their financial priorities and show how bank products can help them reach their financial goals
- Supported business operations by performing audits on bank transactions
Client Service Representative
- Assisted clients with their daily transactions needs
- Asked effective questions to uncover potential financial needs and priorities to direct to a sales representative
- Proactively managed risk in every business, product and service transaction leveraging available tools
Manager
- Assisted managers with all store tasks and consistently ensure sales goals are achieved
- Trained associates in sales and customer service techniques
- Provided quality customer service to patrons, resolving any issue that arises
- Followed procedures for opening and closing store including counting and balancing till
- Deposited money for daily sales and reconciled bank receipts
- Maintained visual appeal of store and aesthetic displays of products
Colleagues at Wealthfront
Other employees you can reach at wealthfront.com. View company contacts for 230 employees →
Tyler Bowman
Colleague at Wealthfront
San Francisco Bay Area, United States, United States
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GS
Gurmeet Singh Saran
Colleague at Wealthfront
Dublin, California, United States, United States
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DS
Daniel Slate
Colleague at Wealthfront
San Francisco, California, United States, United States
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JM
Joshua Mei
Colleague at Wealthfront
Palo Alto, California, United States, United States
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SL
Shan Liu
Colleague at Wealthfront
Mountain View, California, United States, United States
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SO
Stephanie Ortiz Sevilla
Colleague at Wealthfront
San Francisco Bay Area, United States
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MP
Michael Pollock
Colleague at Wealthfront
Raleigh, North Carolina, United States, United States
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MJ
Michael Jorge Perez
Colleague at Wealthfront
San Francisco, California, United States, United States
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RW
Ryan Weideman
Colleague at Wealthfront
San Francisco Bay Area, United States
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PT
Pavita Tai
Colleague at Wealthfront
Thailand, Thailand
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Kevin Castillo education
Bachelor Of Science (B.S.), Management
High School Diploma
Frequently asked questions about Kevin Castillo
Quick answers generated from the profile data available on this page.
What company does Kevin Castillo work for?
Kevin Castillo works for Wealthfront.
What is Kevin Castillo's role at Wealthfront?
Kevin Castillo is listed as Product Specialist II at Wealthfront.
What is Kevin Castillo's email address?
AeroLeads has found 1 work email signal at @wealthfront.com for Kevin Castillo at Wealthfront.
Where is Kevin Castillo based?
Kevin Castillo is based in United States, United States, United States while working with Wealthfront.
What companies has Kevin Castillo worked for?
Kevin Castillo has worked for Wealthfront, Bank Of America, and Aldo Group.
Who are Kevin Castillo's colleagues at Wealthfront?
Kevin Castillo's colleagues at Wealthfront include Tyler Bowman, Gurmeet Singh Saran, Daniel Slate, Joshua Mei, and Shan Liu.
How can I contact Kevin Castillo?
You can use AeroLeads to view verified contact signals for Kevin Castillo at Wealthfront, including work email, phone, and LinkedIn data when available.
What schools did Kevin Castillo attend?
Kevin Castillo holds Bachelor Of Science (B.S.), Management from University Of Massachusetts Boston.
What skills is Kevin Castillo known for?
Kevin Castillo is listed with skills including Customer Service, Microsoft Word, Microsoft Office, Powerpoint, Retail, Leadership, Teamwork, and Microsoft Excel.
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