Juan Carlos Moreno
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Juan Carlos Moreno Email & Phone Number

Licensed Financial Advisor at Lone Star National Bank
Location: Denver, Colorado, United States 9 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
Licensed Financial Advisor
Location
Denver, Colorado, United States
Company size

Who is Juan Carlos Moreno? Overview

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Quick answer

Juan Carlos Moreno is listed as Licensed Financial Advisor at Lone Star National Bank, a with 403 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Juan Carlos Moreno.

Juan Carlos Moreno previously worked as Financial Services Consultant at Tiaa and Insurance Customer Service Representative at Mdc Holdings Inc.. Juan Carlos Moreno holds Bachelor Of Business Administration - Bba, International Business from The University Of Texas Rio Grande Valley.

Company email context

Email format at Lone Star National Bank

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Lone Star National Bank

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Profile bio

About Juan Carlos Moreno

I am a dynamic, dedicated Sales Representative respected for engaging and knowledgeable marketing and customer service. I have a proven track record of exceeding goals and employee expectations in a competitive market. I offer tailored service that facilitates lasting relationships with clients, leveraging communication skills in Spanish and English to converse with clarity and diplomacy to individuals from diverse backgrounds. I am an out-of-the-box thinker committed to providing both returning and prospective clients with clear, concise information on products and services.My strengths are customer service, correspondence, client relations, marketing research & analysis, and business models. I am confident that my skillset and accumulated experience will bring plenty to the table for your company. I greatly value diversity and equity in my workspace, which I hope to aid in any company that I am a part of. My native Spanish speaking ability allows me to engage both co-workers and clients alike on a deep, personal level to facilitate a unique, diverse, and equitable work environment.In my free time, I seek to further my education outside of classes, having earned multiple certifications and licenses, including a Property and Casualty Insurance License, a Life and Health Insurance License, and a Volunteer Income Tax Certification.I look forward to meeting you! You can reach me at (956) 203-8650 or juancarlos101297@gmail.com

Listed skills include Client Relations, Business Models, Training And Development, Scheduling And Calendaring, and 15 others.

Current workplace

Juan Carlos Moreno's current company

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Lone Star National Bank
Lone Star National Bank
Licensed Financial Advisor
Brownsville, TX, US
Employees
403
AeroLeads page
9 roles · 11 years

Juan Carlos Moreno work experience

A career timeline built from the work history available for this profile.

Role listed

Brownsville, Tx, Us

Financial Services Consultant

New York, Ny, Us

Insurance Customer Service Representative

Denver, Colorado, Us

Mar 2022 - Jan 2023

Agency Producer

Woodland Hills, Ca, Us

-Earned the Life Insurance Recognition Award for exceeding the general policy premium goal. -Received “Top-Golf” invitation, given only to top-performing Farmers Insurance agencies. -Boosted prospective client retention rate 65% through continued engagement and excellent customer service. -Ensured customers were made aware of available services and offers, participating in marketing events.

2018 - 2019 ~1 yr

Marketing Specialist

Woodland Hills, Ca, Us

-Enhanced customer satisfaction 50% via utilization of marketing techniques and personalized customer service.-Increased repeat business 40% through marketing events advertising products and services.

2018 - 2018

Marketing Associate

Bloomington, Illinois, Us

2017 - 2017

Front Desk Sales Associate

Scottsdale, Az, Us

-Managed and trained new front desk associates, ensuring their efficient development. -Entrusted with organizing events promoting products to a target demographic, exceeding sales goals each month.

2016 - 2017 ~1 yr
Team & coworkers

Colleagues at Lone Star National Bank

Other employees you can reach at lonestarnationalbank.com. View company contacts for 403 employees →

1 education record

Juan Carlos Moreno education

  • The University Of Texas Rio Grande Valley
    The University Of Texas Rio Grande Valley
    International Business
FAQ

Frequently asked questions about Juan Carlos Moreno

Quick answers generated from the profile data available on this page.

What company does Juan Carlos Moreno work for?

Juan Carlos Moreno works for Lone Star National Bank.

What is Juan Carlos Moreno's role at Lone Star National Bank?

Juan Carlos Moreno is listed as Licensed Financial Advisor at Lone Star National Bank.

Where is Juan Carlos Moreno based?

Juan Carlos Moreno is based in Denver, Colorado, United States while working with Lone Star National Bank.

What companies has Juan Carlos Moreno worked for?

Juan Carlos Moreno has worked for Lone Star National Bank, Tiaa, Mdc Holdings Inc., Selectquote Insurance Services, and Farmers Insurance.

Who are Juan Carlos Moreno's colleagues at Lone Star National Bank?

Juan Carlos Moreno's colleagues at Lone Star National Bank include Carlos Lopez, Summer Reyes, Roger Leblond, Judith Steger, and Kaylynn Gonzales.

How can I contact Juan Carlos Moreno?

You can use AeroLeads to view verified contact signals for Juan Carlos Moreno at Lone Star National Bank, including work email, phone, and LinkedIn data when available.

What schools did Juan Carlos Moreno attend?

Juan Carlos Moreno holds Bachelor Of Business Administration - Bba, International Business from The University Of Texas Rio Grande Valley.

What skills is Juan Carlos Moreno known for?

Juan Carlos Moreno is listed with skills including Client Relations, Business Models, Training And Development, Scheduling And Calendaring, Budgeting And Spending, Google Docs, Microsoft Office, and Customer Service.

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