Beena Chacko

Beena Chacko has a strong background in client operations and administration. Beena started their career in 2006 at Capital Group, where they worked as a Client Service Specialist. In this role, they provided support to shareholders and financial advisors, processed online transactions, and investigated irregularities in day-to-day transactions. In 2013, they joined Sequoia Consulting Group as a Client Operations Manager. Here, they assisted in the implementation of employee benefit plans, ensured compliance with security and healthcare systems, and acted as a liaison between clients and carriers. Beena was later promoted to Senior Client Operations Manager, where they project managed and executed benefit administration system implementation and annual renewals for SMB clients.

Beena Chacko attended California State University, Fullerton. However, no specific details regarding their degree name or field of study are provided.