George Astudillo Chacon

Senior Client Service Manager at Moneta Group

George Astudillo, a veteran of the financial services industry, brings more than 20 years of experience to his role as a Client Service Manager at Moneta. Assisting Compardo, Wienstroer, Conrad & Janes clients with their daily needs, ensuring efficient service and helping solve clients’ issues is what he enjoys most about his role on the team.

Before joining Moneta, George worked at Scottrade for more than 12 years, where he held a variety of roles including Senior Broker and Relationship Manager. Most recently he served as a Client Relationship Specialist for Charles Schwab in St. Louis.

George has also worked in a variety of recruiting, training, and account management positions throughout his career. He holds his Series 7, 6 and 63 licenses and is bilingual.

Timeline

  • Senior Client Service Manager

    Current role

  • Client Service Manager