Bea Carrillo, Vice President, Wealth Management Division, Tech CUPhone: 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 Wealth 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 Cetera
Investment Services LLC 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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*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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