2023 -now VP - Branch Leader at Fidelity Investments @
2022 -2023 Senior Regional Manager, Schwab Wealth Advisory, Inc. @
2020 -2022 Market Leader - Georgia Market @
2015 -2020 Branch Manager @
2011 -2015 Senior Manager - Lean Transformation @
1997 -2011 Sr. Manager @
Juan Arango Education
Baruch Business College
Juan Arango Skills
Series 24
Mutual Funds
Series 63
Investment Strategies
ETFs
FINRA
Banking
Securities
Financial Markets
Wealth Management Services
Trading Systems
Business Analysis
Options
Back Office
Customer Service
Strategic Financial Planning
Asset Management
Equities
Series 7
Wealth Management
Retirement
Series 10
Series 66
Microsoft Excel
Financial Services
Alternative Investments
Change Management
Project Management
Financial Advisory
Training
Fixed Income
Relationship Management
Risk Management
Bonds
Investment Management
Series 9
Trading
Investment Advisory
Retirement Planning
Asset Allocation
401k
Investments
Derivatives
Portfolio Management
Juan Arango Summary
Juan Arango, based in Atlanta, GA, US, is currently a VP - Branch Leader at Fidelity Investments at Fidelity Investments. Juan Arango brings experience from previous roles at Charles Schwab and TD Ameritrade. Juan Arango holds a Baruch Business College. With a robust skill set that includes Series 24, Mutual Funds, Series 63, Investment Strategies, ETFs and more. Juan Arango has 5 emails and 3 mobile phone numbers on RocketReach.
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