Marisol Carlo joined us in early 2021 and is part of the Client Service Administration team working alongside Janet and Oxana. She provides first class support on account administration, new accounts setup, trades, tax support, and compliance. Her warm and patient demeanor are a great asset to the team.
Marisol has worked in the industry since 2016 as an Associate at other high profile wealth management firms in Vancouver. She has completed the Canadian Securities Course, the Wealth Management Essentials course and has a Masters in Business Development from Tec De Monterrey, Mexico.
Life Outside Of Work:
- Originally from Mexico, Marisol is passionate about travelling and enjoys spending time with her family in Cancun
- She lives in Vancouver with her small dog, Salsa
- A lover of all animals, she enjoys helping to transition homeless dogs from Mexico to find loving homes locally