Carolyn Wilson

Carolyn Wilson

Program Manager and Mentor of Successful Financial Advisors
Sacramento, California, United States

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Work Experience

Patelco Credit Union

Director, Investments and Insurance through CUSO Financial Services, L.P.

2018-04-01 - Present

CUSO Financial Services

Program Manager for CUSO Financial Services, L.P.

2010-11-01 - 2018-04-01

JP Morgan Chase, formerly WaMu Investments Inc

Investment Manager

2007-02-01 - 2009-11-01

XCU Capital Corporation

Regional Manager

2005-11-01 - 2007-02-01

Citicorp Investment Services

Area Investment Manager

2003-02-01 - 2005-11-01

Cal Fed Investments

Regional Manager

1990-01-01 - 2003-02-01

Skills

home & auto loans checking & savings accounts personal loans & credit cards online mobile & text banking investments advice insurance credit union at work program credit union financial literacy auto loan providers automotive banks & credit unions financial services mortgage brokers real estate

Languages

English