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Meet Carlos Castillo

Sales Coordinator

Title:
Sales Coordinator
Team:
Distribution & Advisor Services
Experience at CCMG:
Less than 1 month
Industry Experience:
Less than 1 month

Carlos Castillo is a Sales Coordinator supporting our AssetMark and LPL business development efforts at Clark Capital Management Group. In this role, he helps prepare proposals, analyze client portfolios, and coordinate support requests so the Investment Consultant teams can better serve advisors and their clients. Carlos graduated from Hamilton College, where he studied economics.

Favorite Travel Destination
Cinque Terre, Italy
Hobbies and Passions
Carlos enjoys traveling and baseball. He played baseball through college and spent two seasons as a youth assistant baseball coach.
Fun Fact
Carlos has visited 18 different countries and is bilingual (Spanish). He is a diehard New York Yankees fan.

Insights by Carlos

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