Julio Rivera is a seasoned professional with extensive experience in relationship management and project implementation within the financial services sector. Since September 2015, Julio has been serving as a Relationship Manager at The Standard. Prior to this role, Julio held various positions at TIAA-CREF, including Transition Manager and Relationship Manager, where significant achievements include implementing over 60 projects annually with a high customer satisfaction rating and transitioning clients to a new recordkeeping platform. Julio's career began at MetLife, where, as a Wealth Manager and Group Insurance Representative, responsibilities included wealth planning for high net worth clients and managing a diverse client base with a strong retention ratio. Julio holds a Bachelor's Degree in Economics from California State University, Long Beach.
This person is not in any teams
This person is not in any offices