• Contact Bea Carrillo

    Bea Carrillo

    Bea Carrillo, Vice President/Program Manager - Tech Financial Management**
    Phone: 408-487-7575, Contact Form

    Bea Carrillo brings more than 30 years of experience in the banking industry to her current role as Vice President, Program Manager within Tech CU's Financial Management Division. Currently, her responsibilities include overseeing the division’s operations and administration, in addition to managing the Private Banking group. Previously, she held a variety of operational roles within the credit union, including the development of insurance products and the launch of Tech CU’s auto buying service. She is a strong project manager and has been instrumental in guiding multiple broker-dealer conversions.

    Bea is registered through LPL Financial in the state of California. She holds FINRA licenses 7 and 63, along with her Life Agent and Property and Casualty licenses and is designated as a Certified Wealth Strategist®.  

    She received her B.A. in Business Management from the University of Phoenix.

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