Jorge Carbajal

As Associate, Operations, Jorge collects and reviews all necessary documentation for client accounts. He also performs follow up processes and ensures all accounts are up to date. Jorge has over 10 years of experience in the finance industry, including retail banking and private wealth.

Jorge earned his Bachelor of Business Administration degree from Florida National University. He grew up in Miami, Florida and currently resides there today. In his spare time, Jorge enjoys playing piano, singing, traveling, and fitness.