Carolina Esteban is an Executive Sales Assistant for the office of Jeff Marchitto. She joined the practice in 2018. Her main responsibilities include providing excellent customer service to all clients, processing client requests and paperwork, managing advisors’ calendars, and arranging meetings. She also prepares quarterly and yearly reports, creates and oversees all client workflows, and manages all clerical responsibilities in the office. With previous experience as a financial analyst, Carolina works closely with the team to provide a five-star service experience for all clients. She received her B.A. in Business Administration, with a minor in Human Resources, from the American Intercontinental University in 2010. In her spare time, Carolina enjoys crafting, painting, baking, and interior design.
- B.A., American Intercontinental University
- PTA (Coral Park Elementary)