Julio C. Rivera is an experienced financial professional currently serving as an Advisor Development Consultant at Simplicity Group Holdings since June 2019. Previously, Rivera worked as an Associate Financial Advisor at JKS Financial, where the Financial Impact Award was achieved in 2018, and strategic insurance planning was provided for private wealth clients and family-owned businesses. Prior to that, experience as a Financial Advisor at Northwestern Mutual included obtaining Series 6/63 and Life, Accident & Health licenses while building a substantial client base through proactive engagement. Rivera's career also encompasses roles as a Loan Analyst at PNC, an Account Manager at Ditto HQ, and positions in business development and sales management earlier in the career. Educational background includes a Bachelor's Degree in Mathematics from Allegheny College.
This person is not in any teams
This person is not in any offices