CLIENT OPERATIONS COORDINATOR

Carlos is a Client Operations Coordinator at Mosaic whose responsibilities span all aspects of our clients’ business, financial, & legal lives. Carlos is responsible for tracking client money movements and financial transactions through a myriad of complex legal and financial structures. Carlos also interacts with professionals in other fields to facilitate our clients’ active lifestyles. This comprehensive knowledge of a client’s situation provides Carlos, as well as the whole Mosaic team, the ability to provide customized and impactful advice.

Carlos graduated from Texas Tech University with a B.S in Personal Financial Planning. Carlos is currently studying for his Series 65 License.

Outside of work, Carlos enjoys DJ’ing, going to 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.

.