Karen Bejarano

Karen brings a strong academic foundation in Finance and Multinational Business, complemented by an MBA in Management from Atlantis University. She plays a key role in the day-to-day management of investment accounts, ensuring that transactions, reconciliations, and settlements are executed with precision and efficiency, while maintaining accurate records across multiple custodial platforms.

By coordinating closely with advisors and custodians, Karen helps uphold Aragon Capital’s high standards of operational excellence and client service. Her experience in the Army instilled a disciplined approach to operational management and enhanced her ability to perform effectively in high-pressure environments.

Karen stands out at collaborating across teams and adapting to evolving business needs. She is committed to accuracy, professionalism, and continuous improvement, delivering excellence in every client interaction.