Juan Carmona

Juan Carmona Email and Phone Number

Director, Client Services and Operations @ Fairfield, Bush & Co.
Darien, CT, US
Juan Carmona's Location
Darien, Connecticut, United States, United States
Juan Carmona's Contact Details

Juan Carmona personal email

n/a
About Juan Carmona

Strategic and analytical finance professional with 10+ years of experience committed to fostering the highest level of client retention and satisfaction by delivering concrete results, while paying close attention to detail. Strong background in alternative investments, and all aspects of servicing wealth managers and high net worth individuals, including but not limited to, financial management, successfully managing multiple assignments, while meeting tight deadlines and thriving in high-pressure environments to produce excellent financial reports. Proven ability to take ownership, and establish rapport and trust with clients.

Juan Carmona's Current Company Details
Fairfield, Bush & Co.

Fairfield, Bush & Co.

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Director, Client Services and Operations
Darien, CT, US
Juan Carmona Work Experience Details
  • Fairfield, Bush & Co.
    Director, Client Services And Operations
    Fairfield, Bush & Co.
    Darien, Ct, Us
  • Fairfield, Bush & Co.
    Director, Client Services & Operations
    Fairfield, Bush & Co. May 2023 - Present
    Darien, Connecticut, United States
  • Fairfield, Bush & Co.
    Client Services & Operations
    Fairfield, Bush & Co. Jan 2022 - May 2023
    Darien, Connecticut, United States
    Fairfield, Bush & Co. has provided discretionary wealth management services to high net worth individuals and Institutions since 1973, throughout the U.S. Using a disciplined, active approach, we manage individual client portfolios to preserve and enhance the purchasing power of capital.
  • Mirador Llc
    Senior Financial Reporting Analyst
    Mirador Llc Jan 2020 - Dec 2021
    Darien
    Mirador, LLC is the leading provider of bespoke portfolio performance reporting solutions for high net-worth families & family offices, wealth management firms, and endowments & foundations. In partnership with the pre-eminent data providers in the wealth management space, Mirador will implement and/or operate the technology suite which is best suited for your needs and will provide you with the fully customized reporting solutions you define. Financial reporting for significant wealth is what we do…and it is the only thing we do.
  • Rockit Solutions, Llc
    Client Service Associate
    Rockit Solutions, Llc Sep 2017 - Jan 2020
  • Rockit Solutions, Llc
    Marketing & Recruiting Coordinator
    Rockit Solutions, Llc Jul 2017 - Sep 2017
    Stamford, Ct
    Rockit® Solutions is a leading data aggregation and reporting solution for single-family & multifamily offices, registered investment advisors, private trust companies and other financial institutions. Our software consolidates account data from multiple sources, focuses on data integrity, reconciles discrepancies, and offers flexible reporting.
  • Hearst Digital Marketing Services
    Multimedia Consultant
    Hearst Digital Marketing Services Jan 2017 - Jul 2017
    Norwalk, Ct
  • Hearst Digital Marketing Services
    Account Manager
    Hearst Digital Marketing Services May 2016 - Jan 2017
    Danbury, Ct
    • Provided operational sales and advertiser support for the assigned sales team to achieve overall and digital revenue goals. • Anticipated any challenges, and worked with individual media consultants and advertising manager to determine strategies to overcome possible shortfalls.• Conducted relations between the Connecticut Media Group and customers according to established protocol and maintained integrity in all aspects of the business relationship.• Worked with customers by phone and in person to determine their advertising needs in order to advise appropriate advertising products and pricing structure.• Generated new leads by making cold calls, calling on inactive accounts, and maintaining an awareness of new businesses opening in the area.• Served as the media consultants’ support and backup personnel. Handled necessary workflow according to established deadlines in their absence.• Worked with the media consultants to plan, coordinate and execute advertising sales projects.• Monitored and trafficked advertising requests coming in to the team to ensure timely response. Kept the media consultants informed of potential sales opportunities.• Procured reports and data for existing campaigns to be shared with clients on a monthly basis.• Oversaw clients’ advertising campaigns for accuracy and quality, and ensured that their needs were met.
  • Indeed.Com
    Account Executive
    Indeed.Com 2014 - 2015
    Stamford, Ct
    As the world's #1 job site, with over 150 million unique visitors every month from over 50 different countries, Indeed has become the catalyst for putting the world to work. Indeed is intensely passionate about delivering the right fit for every hire. Indeed helps companies of all sizes hire the best talent and offers the best opportunity for job seekers to get hired.
  • Goodway Technologies
    Sales Representative
    Goodway Technologies 2012 - 2014
    Stamford, Ct
    Goodway Technologies is a global manufacturer and marketer of industrial maintenance solutions for commercial and residential real estate, manufacturing, power generation, maritime and other industrial applications. Incorporated in 1966, our innovative products have been used by facilities and plant maintenance personnel worldwide for the maintenance of HVAC systems, plant machinery, hazardous material cleanup and other industrial maintenance needs. Our products include tube cleaning systems, industrial vacuums, cooling tower maintenance systems, commercial pressure washers, descaling systems, coil cleaning products, hose & pipe cleaning systems and more.
  • National Legacy Group
    Financial Advisor
    National Legacy Group 2011 - 2012
    At National Legacy Group, we have professional advisors throughout the metropolitan area. We are known for our ability to solve complex needs, applying appropriate design solutions, to provide you with options suitable to meet your goals - in alignment with your level of risk tolerance.• We always do what is in the best interest of our clients• Our associates understand that your needs are our number one priority• We stay abreast of changes in the industry, assuring you are receiving the most current information regarding tax law, and the selection of quality insurance and investment products• Professional development and a commitment to self-improvement drive our success• We build relationships for today, tomorrow, and into the future – being there for generations to come.Communication:We believe that one of the most important aspects of any relationship is communication. Our financial advisors place a great deal of emphasis on the importance of making sure you are involved in, understand, and support the process by which we address your overall needs.
  • Enterprise Rent-A-Car
    Management Training Program Intern
    Enterprise Rent-A-Car 2009 - 2010
    Port Chester, Ny
    Founded in 1957, Enterprise Rent-A-Car is an internationally recognized brand with more than 6,500 neighborhood and airport locations in the United States, Canada, the U.K., Ireland, Germany, France and Spain, as well as franchise locations throughout the world. Through tremendous leadership and the entrepreneurial spirit of our employees, we have built the largest car rental brand in North America, known for exceptionally low rates and outstanding customer service.Today, Enterprise offers a wide variety of car leasing, replacement rentals, vanpooling, car sharing and hourly rental programs – and local car rental customers are picked up at no extra cost. In addition, the Enterprise Holdings Foundation has contributed more than $200 million to thousands of local non-profits focused on community improvement, education and environmental stewardship.

Juan Carmona Skills

Leadership Sales Account Management Strategic Planning Research Time Management Cold Calling Event Planning Spanish Microsoft Excel Customer Service Training Direct Sales Social Media Customer Satisfaction Leadership Development Sales Operations Building Relationships Social Media Marketing Marketing Sales Process Teamwork Microsoft Word Powerpoint Outlook English Basic French Financial Advisory Organization Youth Development Youth Mentoring Html Negotiation Inside Sales Fundraising Data Entry Critical Thinking

Juan Carmona Education Details

Frequently Asked Questions about Juan Carmona

What company does Juan Carmona work for?

Juan Carmona works for Fairfield, Bush & Co.

What is Juan Carmona's role at the current company?

Juan Carmona's current role is Director, Client Services and Operations.

What is Juan Carmona's email address?

Juan Carmona's email address is jc****@****tco.com

What schools did Juan Carmona attend?

Juan Carmona attended University Of Connecticut, Universidad De Granada.

What are some of Juan Carmona's interests?

Juan Carmona has interest in Social Services, Children, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Arts And Culture.

What skills is Juan Carmona known for?

Juan Carmona has skills like Leadership, Sales, Account Management, Strategic Planning, Research, Time Management, Cold Calling, Event Planning, Spanish, Microsoft Excel, Customer Service, Training.

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