Carleen Acosta
Director of Operations | Partner at Cascade Financial Partners, LLC
San Diego, California, United States
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Carleen Acosta’s Email [email protected]
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Carleen Acosta’s Location San Diego, California, United States
Carleen Acosta’s Current Industry Cascade Financial Partners, LLC
Carleen Acosta’s Prior Industry Creative Planning Inc. | Gupta Wealth Management | UBS | Merrill Lynch
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Work Experience
Cascade Financial Partners, LLC
Director of Operations | Partner
2023-08-01 - Present
Creative Planning Inc.
Senior Operations Manager
2016-07-01 - 2023-08-01
Gupta Wealth Management
Senior Client Service Associate
2013-10-01 - 2016-07-01
UBS
Senior Client Service Associate
2008-08-01 - 2013-10-01
Merrill Lynch
Senior Client Associate
2000-01-01 - 2008-08-01Skills
Languages
FAQ About Carleen Acosta
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Carleen Acosta is located at
San Diego, California, United States -
Carleen Acosta is a Director of Operations | Partner at Cascade Financial Partners, LLC
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Carleen Acosta currently works in the Cascade Financial Partners, LLC
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No Languages Available
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Carleen Acosta has prior
experience in the following industries:
Creative Planning Inc. | Gupta Wealth Management | UBS | Merrill Lynch -
Carleen Acosta has the following professional experience:
Cascade Financial Partners, LLC | Creative Planning Inc. | Gupta Wealth Management | UBS | Merrill Lynch -
You can view Carleen Acosta’s LinkedIn profile at LinkedIn URL
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Carleen Acosta’s work email addresses are [email protected]
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Cascade Financial Partners, LLC
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