Client Account Specialist
As 1on1 Financial’s client account specialist, Carleen excels in her role of taking care of all areas of client service, paperwork processing, and back-office support. A true team player, Carleen is passionate about taking part in helping clients improve their personal and financial well-being. The best parts of her day are when she gets to build relationships with our clients, encourage them, and make a difference in their lives, adding to the caring environment 1on1 Financial is known for.
Carleen earned both a bachelor’s degree in economics and a certificate in accounting and finance from the University of California, Riverside and wants to build a career in the financial services industry.
One of her proudest accomplishments is being part of a student-led team that raised money to plant 100 new trees on and around the University of California, Riverside campus. Outside the office, you can usually find Carleen enjoying the great outdoors—hiking, road cycling, camping, and traveling. She dreams of backpacking through South America and is always up to try new things. When she wants to relax and put her feet up, she turns to TV shows and movies, especially her favorite, The Big Lebowski.