Securities Operations Coordinator

Chloe Gil

As Securities Operations Coordinator, Chloe assists the Securities Operations and Compliance team with asset movement, preparing investment documents, audits, and FINRA and SEC compliance duties. 


Before joining Crestone in 2015, Chloe worked as a sales professional with the luxury clothing brand Gucci in San Antonio, Texas for about four years.  While there, she worked to provide an exceptional customer service experience by ensuring the highest level of customer service, personalizing future client development opportunities, and demonstrating knowledge of the products.

Chloe graduated cum laude from the University of the Incarnate Word in San Antonio with a bachelor’s in communication arts with a concentration in journalism and minor in marketing. 
 

What personal accomplishment are you most proud of?
I am most proud of building the courage to move to Colorado solely for personal growth. I was born and raised in Texas and knew that I would be faced with many challenges but every minute has been totally worth it!
What is the most influential book you have ever read?
The Defining Decade by Dr. Meg Jay.
What do you enjoy most about wealth management?
Every day brings different challenges. Not one day goes by that I don't learn something new.