Finance Associate Ii
May 2022 - Jan 2024
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Matt Carrillo Email & Phone Number
Finance Associate II at LinQuest
1 work email found
@linquest.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Role
Finance Associate II at LinQuest
Location
Los Angeles, California, United States
Who is Matt Carrillo? Overview
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Quick answer
Matt Carrillo is listed as Finance Associate II at LinQuest based in Los Angeles, California, United States. AeroLeads shows a work email signal at linquest.com and a matched LinkedIn profile for Matt Carrillo.
Matt Carrillo previously worked as Finance Associate II at Linquest and Finance Associate I at Linquest. Matt Carrillo holds Bachelor Of Arts - Ba, Economics from University Of California, Los Angeles.
Company email context
Email format at linquest.com
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{first}.{last}@linquest.com
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AeroLeads found 1 current-domain work email signal for Matt Carrillo. Compare company email patterns before reaching out.
Profile bio
About Matt Carrillo
Matt Carrillo is a Finance Associate II at LinQuest.
Listed skills include Creative Strategy, Client Expectations Management, Client Relations, Creative Problem Solving, and 14 others.
5 roles
Matt Carrillo work experience
A career timeline built from the work history available for this profile.
Finance Associate I
Nov 2019 - May 2022
Financial Planning And Analysis Intern
La Jolla Financial And Insurance Services
Jun 2017 - Aug 2018
Financial Planning And Analysis Intern
• Implemented a system for client documents and quick forms• Added value by rendering financial analysis, illustrations, diagrams, and by working alongside a financial advisor• Demonstrated effective communication skills with clients which led to one of the highest client retention rates in the office• Implemented my own process for new business which included forms, disclosures, and fact finders for each type of new businessOrchestrated and scheduled client meetings through following up referrals as well as both warm and cold calling clients*MetLife transitioned into MassMutual
Mar 2017 - Jun 2017
Financial Services Intern
• Implemented a system for client documents and quick forms• Added value by rendering financial analysis, illustrations, diagrams, and by working alongside a financial advisor• Demonstrated effective communication skills with clients which led to one of the highest client retention rates in the office• Implemented my own process for new business which included forms, disclosures, and fact finders for each type of new businessOrchestrated and scheduled client meetings through following up referrals as well as both warm and cold calling clients
Nov 2015 - May 2017
2 education records
Matt Carrillo education
Bachelor Of Arts - Ba, Economics
Education record
Christian Unified High School
FAQ
Frequently asked questions about Matt Carrillo
Quick answers generated from the profile data available on this page.
What is Matt Carrillo's role at their current company?
Matt Carrillo is listed as Finance Associate II at LinQuest.
What is Matt Carrillo's email address?
AeroLeads has found 1 work email signal at @linquest.com for Matt Carrillo.
Where is Matt Carrillo based?
Matt Carrillo is based in Los Angeles, California, United States.
What companies has Matt Carrillo worked for?
Matt Carrillo has worked for Linquest, La Jolla Financial And Insurance Services, Massmutual, and Metlife.
How can I contact Matt Carrillo?
You can use AeroLeads to view verified contact signals for Matt Carrillo, including work email, phone, and LinkedIn data when available.
What schools did Matt Carrillo attend?
Matt Carrillo holds Bachelor Of Arts - Ba, Economics from University Of California, Los Angeles.
What skills is Matt Carrillo known for?
Matt Carrillo is listed with skills including Creative Strategy, Client Expectations Management, Client Relations, Creative Problem Solving, Process Implementation, Investment Advisory, Investment Management, and Due Diligence.
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