Juan Roman's Location
Phoenix, AZ, US
Juan Roman's Work
- Financial Advisor Team Manager, AVP @ Morgan Stanley
- Financial Advisor Team Lead @ Morgan Stanley
- Financial Advisor @ Morgan Stanley
- High Networth Trading Specialist @ Charles Schwab
- Financial Service Professional @ Charles Schwab
- Relationship Banker @ J.P. Morgan
- Banker @ Bank of America
Juan Roman's Skills
- Cross Cultural Communication Skills
- Analytical and Problem Solving Skills
- Interpersonal Effectiveness
- Strong Work Values
- Computer/Technical Literacy
Juan Roman's Summary
Juan Roman, based in Phoenix, AZ, US, is currently a Financial Advisor Team Manager, AVP at Morgan Stanley, bringing experience from previous roles at Morgan Stanley and Charles Schwab. With a robust skill set that includes Cross Cultural Communication Skills, Analytical and Problem Solving Skills, Interpersonal Effectiveness, Strong Work Values, Computer/Technical Literacy and more, Juan Roman contributes valuable insights to the industry. Juan Roman has 1 email on RocketReach.
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