FAMILY OPERATIONS COORDINATOR

As a Client Operations Coordinator at Mosaic, Carlos works as part of the Client Operations team serving a dedicated set of client families. His job is to keep the financial picture current and accurate: tracking money movements and financial transactions across complex legal and financial structures, managing task workflows and CRM systems, and coordinating with outside professionals so the team always has what it needs to keep plans moving forward.

Carlos earned his B.S. in Personal Financial Planning from Texas Tech University and holds a Series 65 license.

Outside the office, Carlos enjoys DJing, the gym, and reading. He is also a proud member and volunteer of the Houston Livestock Show and Rodeo, the Association of Latino Professionals for America, and the Financial Planning Association.