Juan Herrera

Juan Herrera Email and Phone Number

Global Wealth Management - Account Associate @ PIMCO
840 Newport Center Drive Suite 100 Newport Beach, California 92660 United States
Juan Herrera's Location
Austin, Texas, United States, United States
Juan Herrera's Contact Details

Juan Herrera work email

Juan Herrera personal email

n/a
About Juan Herrera

Juan Herrera is a Global Wealth Management - Account Associate at PIMCO. He possess expertise in protection planning, small business planning, succession planning, employee benefits, spanish and 3 more skills.

Juan Herrera's Current Company Details
PIMCO

Pimco

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Global Wealth Management - Account Associate
840 Newport Center Drive Suite 100 Newport Beach, California 92660 United States
Website:
pimco.com
Employees:
1001
Juan Herrera Work Experience Details
  • Pimco
    Global Wealth Management - Account Associate
    Pimco Jul 2022 - Present
    Newport Beach, California, Us
  • Charles Schwab
    Brokerage Service Representtive
    Charles Schwab May 2021 - Jul 2022
    Westlake, Texas, Us
  • Guardian Life
    Financial Services Representative
    Guardian Life Apr 2019 - Dec 2020
    New York , Ny, Us
  • Wealth Design Group
    Associate Advisor
    Wealth Design Group Sep 2018 - Dec 2020
    Houston, Tx, Us
    Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Design Group is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
  • Advanced Diagnostics Hospitals & Clinics
    Account Manager
    Advanced Diagnostics Hospitals & Clinics 2018 - Feb 2019
    Houston, Tx, Us

Juan Herrera Skills

Protection Planning Small Business Planning Succession Planning Employee Benefits Spanish Income Protection Tax Optimization Key Employee Planning

Juan Herrera Education Details

  • University Of Houston
    University Of Houston
    Health/Health Care Administration/Management

Frequently Asked Questions about Juan Herrera

What company does Juan Herrera work for?

Juan Herrera works for Pimco

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

Juan Herrera's current role is Global Wealth Management - Account Associate.

What is Juan Herrera's email address?

Juan Herrera's email address is ju****@****wab.com

What schools did Juan Herrera attend?

Juan Herrera attended University Of Houston.

What skills is Juan Herrera known for?

Juan Herrera has skills like Protection Planning, Small Business Planning, Succession Planning, Employee Benefits, Spanish, Income Protection, Tax Optimization, Key Employee Planning.

Who are Juan Herrera's colleagues?

Juan Herrera's colleagues are Andrew Federico, Jake Lehrer, Cima, Kyra Juan, Michael Monroy, Anthony Tomaselli, Ashok Sukumaran, Alan Baldwin.

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