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Paola Angeles

Senior Client Service Associate

704-733-6880
Paola.Angeles@CarnegiePW.com

Paola ensures the administrative needs for each client’s accounts are handled accurately and quickly. With over 15 years in the financial industry, she has served as a Client Service Associate overseeing day to day account activity, from opening new accounts and updating account information to managing asset movements and answering questions about client statements. Paola earned her Bachelor’s degree in Psychology from Cesar Vallejo Private University in Peru.

Paola grew up in Trujillo, Peru, and moved to Charlotte in 2004. She now lives in Pineville, North Carolina. Outside the office, she enjoys swimming, Zumba classes and time spent outdoors.

EDUCATION & PROFESSIONAL EXPERIENCE

  • Cesar Vallejo Private University, Perú
  • Wells Fargo Advisors & Partners

LICENSES

  • FINRA Series: SIE, 7, and 66

EXPERIENCE

  • 15+ years of industry experience

OUTSIDE INTERESTS

  • Swimming
  • Paddle boarding
  • Travelling
  • Outdoor activities
  • Taking Zumba classes

Contact

6101 Carnegie Boulevard
Suite 520
Charlotte, NC 28209

Office: 704-733-6880
Email: info@carnegiepw.com