2026 -now Investment Operations and Strategy Manager @
2026 -2026 Senior Associate, Global Wealth Management @
2022 -2025 Account Associate, Global Wealth Management @
2021 -2022 Brokerage Service Representtive @
2019 -2020 Financial Services Representative @
2018 -2020 Associate Advisor @
2018 -2019 Account Manager @
Juan Herrera Education
University of Houston
Bachelor of Science - BS (Health/Health Care Administration/Management)
2014-2018
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 in Health/Health Care Administration/Management @ University of Houston. Juan Herrera has 1 mobile phone numbers on RocketReach.
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