Carolina Mancilla

Carolina was responsible for processing all incoming paperwork and opening accounts for mutual funds, annuities, managed accounts, and financial planning while with TIC. She also updated client information, handled client correspondence, reset passwords for clients at Pershing, and assisted with phone calls from both clients and advisors.

Her role ensured that account setup and maintenance run smoothly, supporting advisors and clients with accurate and timely service.

After work, Carolina enjoys relaxing and unwinding—whether that means spending quiet time at home or catching up on her favorite activities.