Wilfredo Castillo

Background

About Wilfredo Castillo

Licensed General Securities Representative (Series 7 & 66) with an MBA from Cornell University and a proven track record in wealth management, asset management, and financial technology. I’ve worked with leading firms including Citi, Goldman Sachs, Bloomberg LP, and Eaton Vance (Morgan Stanley), supporting high-net-worth clients, optimizing investment strategies, and delivering innovative client experience solutions.My expertise spans customer experience management, business development, portfolio analysis, and strategic reporting — with a strong ability to partner with senior leadership and deliver actionable insights. Bilingual in Spanish and English, with beginner fluency in Portuguese, I excel at building relationships across diverse markets, particularly in South Florida and Latin America.Passionate about community development, I’ve mentored first-generation college students through Project BASTA, StreetWise Partners, and Junior Achievement of Greater Miami. I bring the same dedication to mentoring and coaching that I do to driving business results — whether it’s leading youth baseball teams to championships or helping clients achieve their financial goals!