Juan Marcano
Lewis Center
Summary
Results-driven investment professional with proven skills in portfolio management, tax planning, and regulatory compliance. Adept at developing tailored financial plans and analyzing market trends to optimize client investment strategies.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Investment Banker / Financial Advisor
Huntington Bank
Marysville, OH
09.2022 - Current
- Analyzed financial data to support investment strategies and client recommendations.
- Developed detailed financial models for mergers and acquisitions assessments.
- Collaborated with senior bankers on complex deal structures and negotiations.
- Prepared comprehensive financial plans
Financial Advisor
Prudential Financial
Columbus, OH
03.2019 - 09.2022
- Developed tailored financial plans to meet clients' unique investment goals.
- Analyzed market trends to provide informed recommendations for portfolio adjustments.
- Cultivated long-term relationships with clients through regular communication and support.
- Led client seminars to educate on financial products and investment strategies.
Financial Advisor
Ameriprise Financial
Columbus, OH
02.2016 - 02.2019
- Mentored advisors in best practices for client engagement and financial planning.
- Streamlined processes for client onboarding, enhancing efficiency and satisfaction rates.
- Conducted thorough risk assessments to ensure compliance with regulatory standards.
- Collaborated with cross-functional teams to develop innovative financial solutions for clients.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Financial Advisor
Edward Jones Investments
Marysville, OH
07.2009 - 02.2016
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Associate of Science - Business Administration
Western Michigan University
Kalamazoo, MI09-1981
Skills
- Portfolio management
- Asset allocation
- Investment strategies
- Fixed income
- Tax planning
- Investment performance analysis
Certification
* Series 7 Financial Services Certification
* Series 66 Financial Services Certification
* Health and Universal Life Insurance Certification
Timeline
Investment Banker / Financial Advisor
Huntington Bank
09.2022 - Current
Financial Advisor
Prudential Financial
03.2019 - 09.2022
Financial Advisor
Ameriprise Financial
02.2016 - 02.2019
Financial Advisor
Edward Jones Investments
07.2009 - 02.2016
Associate of Science - Business Administration
Western Michigan University