Carlos Urdaneta — Client Service Associate

Carlos Urdaneta is a bilingual Client Service Associate at Sierra Capital, bringing over ten years of experience in financial services and client relationship management. Carlos supports client account management through administrative and operational tasks.

Prior to joining Sierra Capital, Carlos worked at Insigneo Securities LLC, BNY Mellon | Pershing, and Charles Schwab, where he focused on client success, operational strategy, risk and client management. Fluent in English and Spanish, he is recognized for his consultative approach, cross-functional collaboration, teamwork and ability to build trusted relationships that deliver measurable results.

Carlos earned a Bachelor’s Degree in Mass Media, Advertising & Public Relations in 2007 at Dr Rafael Belloso Chacin University in Maracaibo, Venezuela.