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August 19, 2024 / 2024 40 Under 40 Award Honorees

2024 40 Under Forty: Juliana Carrillo MacTaggart

Age: 39 Company: Charles Schwab Title: Director, Consultant Relations at Schwab Retirement Plan Services No. of years with current company: 2 Where I live: Southington Where I work: Southington College: University of Hartford Highest degree: MBA, UConn
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Juliana Carrillo MacTaggart is a director of consultant relations for Charles Schwab Retirement Plan Services.

She is responsible for several premier consultant firms across the U.S., and is instrumental in growing Schwab’s multibillion-dollar retirement book. Prior to joining Schwab, she spent almost 14 years at Prudential Retirement in various roles, including her most recent one as assistant director, where her team was accountable for over $80 billion in client-retention assets.

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What’s been your biggest professional accomplishment so far in your career?

My dedication to my business partners and customers built a strong relationship that led to a breakthrough team win in 2023. This resulted in the firm’s first win in nearly a decade from a highly valued, multibillion-dollar retirement advisor, better positioning my firm and opening the door to future opportunities.

How are you involved in the community?

I spent the last 14 years in leadership roles for community-focused organizations, leading essential efforts to help the Hartford community, contributing over 15,000 sandwiches, 5,000 gifts at holiday toy drives, career-readiness and professional development and raising over $76,000 in 2022 to help research for the Leukemia and Lymphoma Society.

Why do you deserve to be a 40 Under Forty?

• Held leadership roles for the last 15 years across multiple community groups and nonprofit organizations.

• First-ever Hispanic woman from Prudential to be selected to the coveted Young Hispanic Corporate Achiever Award by the Hispanic Association of Corporate Responsibility.

• Led a team that raised $76,000 and was named CT’s first Woman of the Year in 2022 by the Leukemia and Lymphoma Society.

What do you like to do outside of work?

I am passionate about my husband and 5-year-old son. They are my world and I enjoy spending time together as a family. I am a foodie, love cooking and never met a recipe I didn’t like. Additionally, I like spending time with friends, dancing, playing golf, painting and traveling.

Fun Fact

I was a Division I golfer and won my conference championship as a senior in college.

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Juliana Carrillo MacTaggart

 

 

 

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