Juan Herrera is an experienced professional in the financial services and wealth management sectors, currently serving as an Account Associate in Global Wealth Management at PIMCO since July 2022. Prior to this role, Juan held positions at Charles Schwab as a Brokerage Service Representative, and at Guardian Life as a Financial Services Representative. Additional experience includes serving as an Associate Advisor at Wealth Design Group and as an Account Manager at Advanced Diagnostics Hospitals & Clinics. Juan holds a Bachelor of Science degree in Health Care Administration/Management from the University of Houston, earned in 2018.
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