Carlos Castorena

AVP, Operations and Productivity Manager at Broadway Wealth Solutions, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
San Antonio, Texas, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Credentials

  • Securities Industry Essentials (SIE)
    FINRA
    Mar, 2022
    - Sep, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Jan, 2019
    - Sep, 2024

Experience

  • Broadway Wealth Solutions, Inc.
    • Financial Services
    • 1 - 100 Employee
    • AVP, Operations and Productivity Manager
      • Oct 2022 - Present
  • Principal Financial Group
    • United States
    • Financial Services
    • Retirement Benefit Analyst II
      • Jun 2022 - Sep 2022

      Annuity payout calculations for defined benefit pension plans Annuity payout calculations for defined benefit pension plans

  • USAA
    • Financial Services
    • 1 - 100 Employee
    • Trust Operations Specialist
      • May 2020 - Jun 2022

      Primary Securities Processor: Streamline ACAT/NON-ACAT bulk transfers for USAA Schwab transition Move Money Transfers: Wires, ACH's, Electronic Checks Primary Securities Processor: Streamline ACAT/NON-ACAT bulk transfers for USAA Schwab transition Move Money Transfers: Wires, ACH's, Electronic Checks

  • Frost Bank
    • Insurance
    • 1 - 100 Employee
    • Trust Securities Intern
      • Jun 2019 - Dec 2019

      Rotational Intern: ACAT Transfers, Corporate Actions, Trade Settlements Rotational Intern: ACAT Transfers, Corporate Actions, Trade Settlements

  • The Investment Society
    • New Zealand
    • Non-profit Organizations
    • 1 - 100 Employee
    • Technical Analysis Instructor
      • Jan 2019 - Oct 2019

      Technical Analysis Trading Instructor for 20 plus undergraduate students at the University Investment Fund

    • Energy Equities Analyst
      • Jan 2018 - Apr 2019

      • Conduct macro based equity research on energy stocks for the University investment fund• Collaborate with other volunteer student analysts to develop screener models for energy companies listed on the Russell 3000 index • Utilized intelligence features off the industry signature bloomberg terminal system

Education

  • The University of Texas at San Antonio
    Bachelor of Arts, Finance
    2017 - 2019
  • Northwest Vista College
    Associate of Arts, Business Administration
    2014 - 2016

Community

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