Susie Carrillo
Financial Services Planner/ Insurance Agent
- Revolution Financial Management (Transamerica)
Professional Information
Susie
Carrillo
Financial Services Planner/ Insurance Agent
Revolution Financial Management (Transamerica)
Education, Honors & Awards
California State University, Los Angeles
Business Administration/Operations Management
(2010)
California State University, Northridge
Public Administration
(2012)
No
Personal Information
United States
Los Angeles
Salsa Dancer, Photography, Cooking and Traveling
Experienced business administrator that is passionate about solving day to day problems. Expert in process improvement and operations management. Loves helping people plan their finances and retirement.
21-25 Years
Financial planning, process improvement, operations management, business administration, mentoring, professional training
Susie Carrillo has over 25 years of experience in the Business Administration field. She has extensive knowledge in Operations Management and Process Improvement in the Education, Medical Administration and Facilities/Janitorial Sectors. Miss Carrillo has a Master’s in Public Administration from California State University, Northridge. She is also a Licensed Insurance Agent in the State of California. Her past employers include John Tracy Clinic, Altamed, Coca Cola, House Ear Institute, ABM Janitorial, Cushman & Wakefield, Toyota, LACMA, and Pride Industries. She has transitioned into the Financial Services Field and is passionate about helping individuals with managing their finances, protecting and growing their wealth and planning their retirement. She recently acquired her insurance agent license and assists families in planning their financial future by conducting a financial analysis, creating a budget and providing a realm of options to protect and build wealth.
In the next few years she would like to become financially independent and continue helping families and mentoring business partners with integrity and honesty. She is looking forward to networking and connecting with other like-minded professionals.
Fortune, Wall Street Journal, Businessweek
Financial Planning, Bilingual in English and Spanish, Business Administration, Operations Management, Process Improvement, Compliance and Risk Management
Websites & Social