OPERATIONS MANAGER & REGISTERED ADMINISTRATIVE ASSISTANT
Carla joined Parsons in 2017, excited to work for a family wealth management firm and to join the small town community of Half Moon Bay.
Originally from San Diego, Carla received her BS in Finance from CSUSM in 2013. She spent two years working with UBS as a registered Client Service Associate and interned at Pratt & Whitney for two years in their Accounting/Finance Department. Before pursuing a career in finance, she volunteered summers at the San Diego Zoo and taught horse-back riding lessons to children.
As Operations Manager, Carla’s main role is client on-boarding, account maintenance, and processing and tracking daily requests such as rollovers and distributions. She also prepares account reviews and helps implement portfolio strategies, at the direction of the advisor. She currently holds her Series 7, and Series 66 registrations.
In her free time, Carla trains for and competes in Sprint & Olympic distance triathlons. She enjoys backpacking in the Santa Cruz mountains, practicing yoga on the beach, and riding horses on the trails of Moss Beach.
GETTING TO KNOW CARLA
- Hidden talent: Triathlete/Equestrian
- Favorite book: The Four Agreements
- Place you’d most like to visit: Patagonia
- Favorite TV show: West World
- Something on your bucket list: complete a 70.3