![Karen Casillas](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Ms. Karen Casillas is Vice President & Financial Advisor at CapFinancial Partners LLC.
She joined the firm in 2012.
Ms. Casillas was previously employed as Plan Consultant Director by 401, Relations Manager by ING North America Insurance Corp., Vice President by Pyramis Global Advisors LLC, and Team Leader by American Funds EuroPacific Growth Fund.
She received her Bachelor of Science degree in economics from the University of California, Davis.
Precedenti posizioni note di Karen Casillas
| Società | Posizione | Fine |
|---|---|---|
NFP Retirement, Inc.
 NFP Retirement, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2011 |
Voya Services Co.
 Voya Services Co. Life/Health InsuranceFinance Offers insurance and other financial investment services | Corporate Officer/Principal | 30/11/2007 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | 01/03/2003 |
American Funds EuroPacific Growth Fund
 American Funds EuroPacific Growth Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 30/04/1995 |
Formazione di Karen Casillas
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
37
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
American Funds EuroPacific Growth Fund
American Funds EuroPacific Growth Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
University of California, Davis
 University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Voya Services Co.
Voya Services Co. Life/Health InsuranceFinance Offers insurance and other financial investment services | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
NFP Retirement, Inc.
NFP Retirement, Inc. Investment ManagersFinance Provides investment advice | Finance |
