Jose Carrillo

Motivated bilingual business professional with excellent leadership and planning abilities focused on delivering high-quality and timely results on any given task. History of successfully developing and managing strong civilian and joint-military teams throughout an eight-year military service. Successful three-year employment in the finance industry focused on financial advising and wealth management practices. 

Bellinghausen & Associates, Branch of Ameriprise Financial, Financial Paraplanner (July 2022 – May 2025), Richardson, TX
• Developed highly competitive financial intuition and communications skills through everyday interactions with clients on financial account management. Enhanced advisor-client relationships by educating clients on complex investment issues, volatile economic conditions, and financial portfolio understanding.
• Led the development and implementation of portfolio models, which increased firm efficiency/productivity and significantly increased assets under management from existing and new clients.
• Completing comprehensive financial solutions for clients through short- and long-term strategies based on individual/generational financial goals. Roth conversions, spousal IRA contributions, estate planning, brokerage trading, portfolio management.
• Created and edited financial plans for clients, including analysis on retirement, insurance needs, estate planning, net worth, and cash flow analysis.
• Assigned to leadership roles to enhance team productivity and communication within four months of hiring.
• Manages the firm’s top 120 high-value clients as the primary point of contact for their investment and financial questions and concerns.
• Delivering financial plans and presenting investment recommendations to the firm’s high-net-worth clients daily.
Lumberjack Harley Davidson, Sales Associate (March 2020 – November 2020), Nacogdoches, TX
• Performed sales manager’s duties concerning negotiations, purchasing, and closing sales.
• Expert customer relations when explicating financial documents and finance management.
• Engaged with customers to effectively build rapport and lasting relationships.
• Trained and developed new hires in company processes, product knowledge, customer service, and selling techniques.

Smith Sawmill Service, Sales Executive & Supply Chain Management (September 2019 – February 2020), Timpson, TX
• Collaborated with vendors and customers to optimize delivery schedules and promote satisfaction.
• Generated extensive new revenue from outside sales with four of Texas's largest wood pallet manufacturers.
• Prospected and conducted face-to-face sales meetings with business executives and directors throughout Houston and the Dallas-Fort Worth metroplex.

Joint Defense Facility Pine Gap (JDFPG), Joint Military Intelligence Crew Lead (July 2016 – July 2019), Alice Springs, Australia
• Led multiple joint military and civilian teams as Crew Lead while serving in Australia.
• Supervised gathering, reviewing, and disseminating intelligence information from human sources, electronic sources, and counterintelligence (TS/SCI Classification).
• Provided time-sensitive intelligence during multiple high-profile events to ensure future development of U.S. countermeasure systems.
• Monitored worldwide military developments and provided real-time intelligence to Combatant Commanders, U.S., and Allied Combat Forces.
• Applied new and advanced tools and techniques to the intelligence cycle, addressing complex challenges with an emphasis on big data analytics and data visualization for electronic intelligence (ELINT).
Carrier Strike Group-15 (CSG15), Lead Petty Officer (March 2013 – May 2016), San Diego, CA
• Trained and mentored over eighty-five deployable Sailors and twenty combat information center officers onboard fifteen surface combatants throughout multiple joint/domestic naval readiness certifications.
• Evaluated equipment, networks, and servers for signal strength and security vulnerabilities using newly implemented Own Force Monitoring (OFM) systems.
• Orchestrated and delivered over one hundred intelligence reports and presentations to Flag officers.

2024-Present, MBA, University of Texas at Tyler | Major: Finance
2020-2022, BBA, Stephen F. Austin State University | Major: International Business-Finance Concentration
• President’s List: Spring 2020 | Dean’s List: Spring 2021, Summer 2021, Fall 2021
2011-2019, Active Duty in the U.S. Navy. Honorably Discharged. Stationed in Florida, California, and Australia