Wealthfront
Kevin Castillo has a diverse work experience. Kevin started their career in 2012 as a Manager at ALDO Group and worked there until 2016. From 2016 to 2021, they worked at Bank of America, where they held multiple roles, including Client Service Representative, Relationship Banker, and Relationship Manager and Lending Specialist. During this time, they managed client relationships, offered tailored financial solutions, and achieved sales goals. In 2021, they joined Wealthfront, where they initially worked as a Product Specialist and later got promoted to the role of Product Specialist II.
Kevin Castillo completed their education chronologically as follows:
From 2007 to 2011, they attended East Boston High School and obtained a High School Diploma.
From 2011 to 2017, they studied at UMass Boston, earning a Bachelor of Science (B.S.) degree in Management.
In addition to their formal education, Kevin Castillo obtained several certifications. In August 2018, they became a Notary Public through the Commonwealth of Massachusetts. Kevin also obtained the Series 7 certification from FINRA in January 2022 and the Series 66 certification from FINRA in February 2022.
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Wealthfront
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Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. Through the power of automation, they deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth.