CLIENT SERVICE & MARKETING ASSOCIATE
- 5 YEARS WITH RHJ
- 8 YEARS OF INDUSTRY EXPERIENCE
Carlos joined RHJ in 2018 as an Operations Administrator focused on reconciliation, data integrity, and operational reporting. In May 2021, he joined the Client Service and Marketing Team and is currently responsible for a number of client service responsibilities, including portfolio analytics, client reporting, and data management.
Prior to RHJ, Carlos was a Client Service Specialist at Dowling & Yahnke. He holds a B.A. degree in Economics from the University of California, San Diego.
He is a CFA® Level III candidate.