Carlos E.

Carlos E. has extensive experience in the financial and insurance sectors, currently serving as a Senior Wholesale Account Executive at EPM since August 2022, focusing on major accounts in the US and Puerto Rico. Prior roles include Vice President of Wholesale Residential Lending at GoPointDirect and Vice President of Wholesale Business Development at Point Mortgage Corporation, where Carlos oversaw business development for the broker channel and managed secondary market relations. As a co-founder of a national insurance agency, Carlos specialized in health insurance accessibility. Earlier, Carlos held various positions in marketing and business development across multiple companies, contributing to success in B2B lending, web marketing, and social media. Educational background includes a Bachelor's degree in Business Administration from the University of California, Berkeley, and an Associate's degree in Communication and Media Studies from Bauder College.