The Bird Group

Juan Carlos Moreno Director, International Wealth AdvisoryJUAN CARLOS is the Director of International Wealth Advisory, Head of Credit & Lending Solutions, and member of the Products & Solutions Team for Snowden Lane Partners in San Diego, CA. Juan Carlos focuses his efforts on Investors and Financial Advisors who have clients both in the U.S. and abroad. The drive is to ensure the delivery of a consistent and competitive offering in the Brokerage and Credit facets of the business in order to help execute on developmental strategies for all clients. Prior to his current role at Snowden Lane Partners, Juan Carlos was an International Banking Advisor in the Credit & Banking division of Merrill Lynch within Bank of America’s Global Wealth & Investment Management (GWIM) Banking group. In this role, he worked with a team that supported and delivered integrated liquidity, cash management, lending solutions and services to Financial Advisors and their deserving clients.

Juan Carlos held similar roles with JPMorgan Chase, UBS AG, and Bank of America’s International Private Bank in San Diego and New York. During the 26 year span he had cumulative regional and divisional coverage of 194 Advisors and their clients in Northern and Southern California, Southern Arizona, and South Texas serving the Retail Banking, Small Business Banking, Wealth Management Banking, Private Banking and Brokerage units with clients in the U.S., Latin America and Asia.

JuanCarlos is also fluent in Spanish, received his BSBA degree from Touro College, holds FINRA 7 and 66 licenses, attainting his certificate from the USC David School of Gerontology. Juan Carlos has an extensive background in Credit, Structuring, Trust, Portfolio Management, Foreign Exchange, International deposit products and mortgages.