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Carlos Hernandez's
email & phone

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Current Position:

Client Operations Specialist at Tomren Wealth Management

Experience:

9 years

Location:

San Ramon, California

How to contact Carlos Hernandez

Last updated:2025-03-21
emailh*********c@tomrenwealth.com
phone+1-***-***-7254
LinkedIn
Twitter
YouTube
Skype

Analytics

According to LinkedIn Carlos Hernandez started working on 2016, then the employee has changed 4 companies and 5 jobs. On average, Carlos Hernandez works for one company for 1 year 6 months. Carlos Hernandez has been working as a Client Operations Specialist for Tomren Wealth Management for 212 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Client Operations Specialist at Tomren Wealth Management

Jan 2025 - Current

Operations Associate, J.P. Morgan Wealth Management | First Republic now part of JPMorgan Chase at J.P. Morgan

Jul 2023 - Jan 2025

Asset Movement Operations Associate at First Republic Private Wealth Management

Mar 2021 - Jun 2023

Client Service Associate at Morgan Stanley

Aug 2019 - Jan 2021

Wealth Management Intern at Morgan Stanley

Mar 2019 - Aug 2019

Senior Clerical Assistant at College of Alameda

Jan 2016 - Jan 2019

Education

Bachelor of Science, Business Administration at San Francisco State University

Current Company Information Tomren Wealth Management

Name: Tomren Wealth Management

Speciality: Financial Planning

Location: San Ramon, California, United States

Employees: 10-50

HQ Phone: 925-830-1700

Description: At Tomren Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm. We understand that investing is more t...

Frequently Asked Questions

How long has Carlos Hernandez been working as a Client Operations Specialist?

Carlos Hernandez's total experience in various companies as a Client Operations Specialist 7 months.

What is Carlos Hernandez's minimum period of employment in the companies?

Carlos Hernandez's minimum period of employment in various companies is 5 months.

What is Carlos Hernandez's average duration of employment for different companies?

On average, Carlos Hernandez works for one company for 1 year 9 months

What industries has Carlos Hernandez worked in?

Carlos Hernandez works in the Financial Services.

What positions has Carlos Hernandez held before?

Previously, Carlos Hernandez worked as a Operations Associate, J.P. Morgan Wealth Management | First Republic now part of JPMorgan Chase, and Asset Movement Operations Associate, and Client Service Associate, and Wealth Management Intern, and Senior Clerical Assistant.

How do I contact Carlos Hernandez?

Carlos Hernandez's email address is h*********c@tomrenwealth.com, phone number is +1-***-***-7254. Sign up to get contact details.

Who are Carlos Hernandez's peers at other companies?

Carlos Hernandez's peers at other companies are Kyle McKinney and Julie Shannon and Michelle Nguyen
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Carlos Hernandez Namesakes

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Position
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Quality System Coordinator
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Stillwater
Project Engineer
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Cohen Vaughan LLP
Partner
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C&M Multilingual Services, Inc.
President, C&M Multilingual Services, Court Certified Interpreter, Licensed Interpreter Trainer
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Vice President of Information Technology at Atlantic Coast Automotive
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Joe Cecconis Chrysler
Sales Representative
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FONS Inc.
Associate Project Manager

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