Product Specialist Ii
Current
Jan 2023 - Present
AeroLeads people directory · profile
Kevin Castillo Email & Phone Number
Product Specialist II
at
Wealthfront
1 work email found
@wealthfront.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Product Specialist II
Location
United States
Company size
Who is Kevin Castillo? Overview
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Quick answer
Kevin Castillo is listed as Product Specialist II at Wealthfront, a with 230 employees, based in 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.
Company email context
Email format at Wealthfront
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{first}{last}@wealthfront.com
89% confidence
AeroLeads found 1 current-domain work email signal for Kevin Castillo. Compare company email patterns before reaching out.
Profile bio
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.
Current workplace
Kevin Castillo's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealthfront
6 roles
Kevin Castillo work experience
A career timeline built from the work history available for this profile.
Product Specialist
Nov 2021 - Jan 2023
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.• Assist customers with inquires and problem resolution in a professional mannerProvided training and guidance to new associates to help them develop
Jun 2018 - Nov 2021
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
Sep 2017 - Jun 2018
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
Apr 2016 - Sep 2017
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
Mar 2012 - Apr 2016
Team & coworkers
Colleagues at Wealthfront
Other employees you can reach at wealthfront.com. View company contacts for 230 employees →
RY
Richard Yang
Colleague at WealthfrontSan Francisco Bay Area, United States
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NB
Noah Batterson
Colleague at WealthfrontAtlanta, Georgia, United States
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RD
Rohan D. Kekatpure
Colleague at WealthfrontAustin, Texas, United States
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KQ
Kavitha Quantitative Trader Data Research Analyst
Colleague at WealthfrontBengaluru, Karnataka, India
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KP
Kanika Punhani
Colleague at WealthfrontMorgan Hill, California, United States
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AC
Ali Coates-Stremke
Colleague at WealthfrontGreater Milwaukee, United States
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DB
David Burgess
Colleague at WealthfrontRoseville, California, United States
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AS
Alex Stolzberg
Colleague at WealthfrontAustin, Texas, United States
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BN
Bel N
Colleague at WealthfrontCapitol Heights, Maryland, United States
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HP
Harichandan Pulagam
Colleague at WealthfrontSan Jose, California, United States
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Richard Yang
Colleague at WealthfrontSan Francisco Bay Area, United States
View →
NB
Noah Batterson
Colleague at WealthfrontAtlanta, Georgia, United States
View →
RD
Rohan D. Kekatpure
Colleague at WealthfrontAustin, Texas, United States
View →
KQ
Kavitha Quantitative Trader Data Research Analyst
Colleague at WealthfrontBengaluru, Karnataka, India
View →
KP
Kanika Punhani
Colleague at WealthfrontMorgan Hill, California, United States
View →
AC
Ali Coates-Stremke
Colleague at WealthfrontGreater Milwaukee, United States
View →
DB
David Burgess
Colleague at WealthfrontRoseville, California, United States
View →
AS
Alex Stolzberg
Colleague at WealthfrontAustin, Texas, United States
View →
BN
Bel N
Colleague at WealthfrontCapitol Heights, Maryland, United States
View →
HP
Harichandan Pulagam
Colleague at WealthfrontSan Jose, California, United States
View →
2 education records
Kevin Castillo education
Bachelor Of Science (B.S.), Management
High School Diploma
East Boston High School
FAQ
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 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 Richard Yang, Noah Batterson, Rohan D. Kekatpure, Kavitha Quantitative Trader Data Research Analyst, and Kanika Punhani.
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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