Juan Herrera Email & Phone Number
Investment Operations and Strategy Manager @ Erben Associates
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Juan Herrera Location
- Austin, TX, US
Juan Herrera Work
- Investment Operations and Strategy Manager @ (April 2026 - Present)
- Senior Associate, Global Wealth Management @ (January 2026 - April 2026)
- Account Associate, Global Wealth Management @ (July 2022 - December 2025)
- Brokerage Service Representtive @ (May 2021 - July 2022)
- Financial Services Representative @ (April 2019 - December 2020)
- Associate Advisor @ (September 2018 - December 2020)
- Account Manager @ (January 2018 - February 2019)
Juan Herrera Education
- University of Houston
Bachelor of Science - BS
2014-2018
Juan Herrera Skills
- 401(k) Retirement Savings Plans
- Account Management
- Administration
- Alternative Investments
- Asset Allocation
- Bond Markets
- Capital Allocation
- Capital Markets
- Capital Structure
- Client Presentation
- Communication
- Consultative Selling
- Customer Relationship Management (CRM)
- Customer Service
- Economics
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Financial Statement Analysis
- Fixed income
- Income Protection
- Income Protection (DI)
- Insurance
- Investment Portfolios
- Investments
- Key Employee Planning
- Mutual Funds
- Performance Attribution
- Personal Finance
- Personal Financial Planning
- Portfolio Analysis
- Portfolio construction
- Presentations
- Private Equity
- Problem Resolution
- Project Management
- Protection Planning
- Retirement Income Strategies
- Retirement Planning
- Sales
- Sales Campaigns
- Small Business Planning
- Spanish
- Succession Planning
- Tax Optimization
Juan Herrera Summary
- Juan Herrera, based in Austin, TX, US, is currently a Investment Operations and Strategy Manager at Erben Associates. Juan Herrera brings experience from previous roles at PIMCO, Charles Schwab and Guardian Life. Juan Herrera holds a 2014 - 2018 Bachelor of Science - BS @ University of Houston. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Administration, Alternative Investments, Asset Allocation and more. Juan Herrera has 1 emails and 1 mobile phone numbers on RocketReach.
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