Carolina Castro

Financial Advisor

Role
Vice President, Wealth Management at Raymond James
Location
Miami, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Carolina Castro

Carolina Castro has been serving the financial needs of executives, business owners and…

Experience

  1. Vice President, Wealth Management

    Raymond James

    Aug 2024 — Present · Miami, FL, US

Education

  • Florida Atlantic University

    Bachelor of Business Administration (BBA), International Business

    2005 — 2006

  • University of Miami

    Master of Business Administration (MBA)

    2013 — 2015

Skills

  • Kyc
  • Aml
  • Deposits
  • Banking
  • Home Equity Lines of Credit
  • Retail Banking
  • Lines of Credit
  • Private Banking
  • Cross Selling
  • Financial Services
  • Branch Management
  • Credit Cards
  • Wealth Management
  • Consumer Lending
  • Portfolio Management
  • Relationship Management
  • Loans
  • Management
  • Operational Risk
  • Manage Client Relationships
  • Managerial Skills
  • Solution Selling
  • Financial Markets
  • Sales
  • Operational Risk Management
  • Multitasking Skills

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Carolina Castro — Vice President, Wealth Management at Raymond James in Miami, FL, US | Unifers