Contact Wealth Management Division - Tech CU

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  • Contact Bea Carillo

    Bea Carrillo

    Bea Carillo, Vice President, Wealth Management Division, Tech CU
    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 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. She is a former member of the Union Heights Water District Board, and a current member of the Certified California Organic Farmers Association (CCOF).

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

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