Carleen Clinton

Carleen Clinton's email & phone

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Registered Client Service Associate at MG&A Wealth|San Juan, Puerto Rico

Position:

Registered Client Service Associate at MG&A Wealth

Location:

San Juan, Puerto Rico

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Last updated: 2026-04-10
Updated: 2026-04-10

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Work Experience 12 years

Registered Client Service Associate at MG&A Wealth

Aug 2025 - Current

Business Manager - Wealth Management at MassMutual Puerto Rico

Sep 2024 - Jun 2025

Wealth Management Consultant at MassMutual Puerto Rico

Aug 2023 - Aug 2024

Wealth Management Operations Specialist at MassMutual Puerto Rico

Jan 2022 - Aug 2023

Investment & Annuities Specialist Assistant at MassMutual Puerto Rico

Jul 2019 - Dec 2021

Wealth Management Specialist at MassMutual

Dec 2017 - Jun 2019

Customer Experience Specialist at Synchrony

Oct 2014 - Feb 2017

Carleen Clinton started working in 2014, then the employee has changed 3 companies and 6 jobs. On average, Carleen Clinton works for one company for 1 year 6 months.

Education

Bachelor of Science - BS at University of Puerto Rico-Cayey

Skills

Uniform Combined State Law, Multiple Projects Simultaneously, Operations, Financial Planning Software, Brokerage, Office Operations, Wealth Management Services, Financial Planning, Business Relationship Management, Skilled Multi-tasker

Frequently Asked Questions

What is Carleen Clinton's minimum period of employment in the companies?

Carleen Clinton's minimum period of employment in various companies is 9 months.

What is Carleen Clinton's average duration of employment for different companies?

On average, Carleen Clinton works for one company for 1 year 7 months

What industries has Carleen Clinton worked in?

Carleen Clinton works in the Financial Services.

What positions has Carleen Clinton held before?

Previously, Carleen Clinton worked as a Business Manager - Wealth Management, and Wealth Management Consultant, and Wealth Management Operations Specialist, and Investment & Annuities Specialist Assistant, and Wealth Management Specialist.

How do I contact Carleen Clinton?

Carleen Clinton's phone number is +1-***-***-6289. Sign up to get contact details.

Who is the CEO of the MG&A Wealth?

The CEO of the MG&A Wealth is Meg Green

Who are Carleen Clinton's peers at other companies?

Carleen Clinton's peers at other companies are Isabel Corona and Sante Bologna and Tina Filosi

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Other employees at MG&A Wealth

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Sean OHalloran
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