Juan V. has extensive experience in account management and executive roles, currently serving as an Enterprise Account Executive at Cotality and Mosaicx. Previously, Juan held positions at Pegasystems and Talkdesk as a Strategic and Enterprise Account Executive, respectively. A substantial portion of Juan's career was spent at Fidelity Investments, covering various roles including Financial Services Representative, Retirement Solutions Representative, and Portfolio Specialist, where responsibilities included client relationship building, asset retention, and practice management for high-net-worth clients. Earlier experience included roles at Wells Fargo and J.P. Morgan Asset Management, focusing on client servicing and investment analysis. Juan V. earned a Bachelor's degree in Spanish and Finance from the University of North Texas and an MBA in Accounting and Finance from The University of Dallas.
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