Who is Juan Valles? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Juan Valles is listed as Enterprise Account Executive at Cotality, based in Irving, Texas, United States. AeroLeads shows a matched LinkedIn profile for Juan Valles.
Juan Valles previously worked as Enterprise Account Executive at Mosaicx and Strategic Account Executive (Position eliminated, department restructure) at Pegasystems. Juan Valles holds Master Of Business Administration - Mba, Mba from The University Of Dallas.
Company email context
Email format at Cotality
This section adds company-level context without repeating Juan Valles's masked contact details.
Cotality
Review company-level records connected to Juan Valles before choosing the right outreach path.
Profile bio
About Juan Valles
A dedicated sales professional with 20+ years of diverse financial industry experience spanning across business development in CSaaS, SaaS, Banking, Investing, Forecasting, and Affluent Wealth Planning. Throughout my two decade-long career, I have developed a sales approach that is hyper-focused on clients’ needs while also exceeding set quotas and delivering on business objectives. Phone: 512-585-9458Email: juan.valles@pega.com
Current workplace
Juan Valles's current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles
Juan Valles work experience
A career timeline built from the work history available for this profile.
Enterprise Account Executive
Current
Jan 2024 - Present
Strategic Account Executive (Position Eliminated, Department Restructure)
Jul 2022 - Oct 2023
Enterprise Account Executive
Oct 2021 - Jul 2022
Senior Solutions Specialist
Mar 2017 - Oct 2021
Sr. Account Executive
Mar 2015 - Mar 2017
Pricing Analyst
Perform daily pricing and validation of all investment assets.Validation of price confirmationAnalyze price movements against market expectations.Provide Subject Matter Expert support to downstream teams and clients.Liaise with pricing vendors and brokers to resolve issues and minimize risk.Complete all daily, monthly, and ad-hoc tasks as required.
Nov 2014 - Mar 2015
Portfolio Specialist
Responsible for a book of 550 Portfolio Advisory Service clients and approximately $300MM AUM & 10MM in revenue.Deliver effective practice management capabilities and consultative selling skills to manage a book of business on behalf of Fidelity and Strategic Advisors, Inc.Joint phone calls and face to face meetings with Account Executives and/or clients.
Sep 2012 - Jul 2014
Retirement Solutions Representative
Assisted our workplace participants with planning, guidance and investment needs within employer sponsored plans.Responsible for asset retention and engaging in a needs analysis questioning strategy.Educated our customers on their plan specific resources and how Fidelity can help plan for their financial future.
Sep 2011 - Sep 2012
Investment Solutions Representative
Delivered Fundamental Guidance, Portfolio Review, Portfolio Advisory Services Investment Profile Questionnaires and PAS recommendations.90 day case management during the on-boarding process to determine the destination relationship of clients. Applied Fidelity consultative selling skills approach in conjunction with the appropriate Fidelity sales tools to.
May 2011 - Sep 2011
Premium Services Representative
Delivered a high level of service to High Net Worth clients of households greater than $1,000,000 that included Private Client Group and Active Trader VIP by executing on complex service and investment needs. Partnered closely with Account Executives, Branch Private Client Specialist, Assigned Relationship Managers, and OSG to support the Relationship.
May 2010 - May 2011
Financial Services Representative
Responsible for building and enhancing relationships with clients by placing their needs at the center of every interaction. Educated clients about their account, features available to them and Fidelity's products and services. Assist our customers with using Fidelity.com to empower themselves to reach their financial goals.
Jul 2008 - May 2010
Senior Personal Banker
Dec 2007 - Jul 2008
3 education records
Juan Valles education
Master Of Business Administration - Mba, Mba
Spanish & Finance
Spanish & Finance
FAQ
Frequently asked questions about Juan Valles
Quick answers generated from the profile data available on this page.
What company does Juan Valles work for?
Juan Valles works for Cotality.
What is Juan Valles's role at Cotality?
Juan Valles is listed as Enterprise Account Executive at Cotality.
Where is Juan Valles based?
Juan Valles is based in Irving, Texas, United States while working with Cotality.
What companies has Juan Valles worked for?
Juan Valles has worked for Cotality, Mosaicx, Pegasystems, Talkdesk, and Corelogic.
How can I contact Juan Valles?
You can use AeroLeads to view verified contact signals for Juan Valles at Cotality, including work email, phone, and LinkedIn data when available.
What schools did Juan Valles attend?
Juan Valles holds Master Of Business Administration - Mba, Mba from The University Of Dallas.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Juan Valles you were looking for.
View similar profiles
