Juan Montoya
Houston,TX
Summary
People-driven, Vice President with 15 years of experience aligning market growth with advisor development, client acquisition, and risk management. Passionate about applying excellent organization and communication skills to manage and lead teams.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Vice President, Registered Market Leader
Bank Of America Merrill Lynch
08.2020 - Current
- Lead, Coach, Develop and Manage multiple Markets with 35+ Live Advisors
- Establish a culture of continuous improvement, fostering innovation and driving sustainable growth across Consumer Investments
- Cultivate strong relationships with key internal business partners to promote collaboration and success; Small Business, Consumer, Lending and Wealth Management
- Onboard, trained and mentored four current Registered Market Leaders
- Recruited and hired 50+ Financial Solutions Advisors for Advisor Development Program
- Assisted in the creation and execution of Speed to Adoption for new-to-role Advisors
- Performance Management Development Program participant & Market Leader Development Program Mentor (mentoring top FSA for Market Leader role)
Vice President, Financial Solutions Advisor
04.2015 - 07.2020
- Developed comprehensive financial plans for clients to achieve financial goals
- Increased client satisfaction, providing personalized financial investment advice
- Led the initiative for the Senior Relationship Manager Trainee Program for promotion of Financial Solutions Advisor
- 2017 Pinnacle Diamond Recipient
Wealth Management, PMD Financial Advisor
01.2012 - 03.2015
- Built strong relationships, fostering trust and loyalty while aggressively prospecting new affluent clients and providing investment and portfolio management.
Senior Personal Banker
Wells Fargo Bank
09.2009 - 01.2012
- Enhanced customer acquisition and satisfaction by providing personalized banking solutions streamlined account opening processes for improved efficiency
Senior Airman, Aerospace Propulsion Journeyman
United States Air Force
12.2003 - 12.2007
- Preserved aircraft service and mission support both stateside and overseas with troubleshooting and repairing propulsion equipment
- Awarded Airman of the Quarter 2006 and Deployment Outstanding Performer
Education
B.B.A. in International Business -
University of Houston-Downtown
Certification
- Financial Industry Regulatory Authority (FINRA) SIE
- Series 7
- 66
- 9 &10
Volunteer Experience
- Employee Engagement & Diversity & Inclusion National Council Member
- HOLA Houston Chapter, Chair, 2020 - 2023, currently on Leadership Board
- Impact Leadership Team & Boys Shelter Ministries Director - CT Church New Caney
- Coach Boys Youth Baseball & Soccer
Timeline
Vice President, Registered Market Leader
Bank Of America Merrill Lynch
08.2020 - Current
Vice President, Financial Solutions Advisor
04.2015 - 07.2020
Wealth Management, PMD Financial Advisor
01.2012 - 03.2015
Senior Personal Banker
Wells Fargo Bank
09.2009 - 01.2012
Senior Airman, Aerospace Propulsion Journeyman
United States Air Force
12.2003 - 12.2007
B.B.A. in International Business -
University of Houston-Downtown