Juan Carlos Moreno Director, Credit ManagementJuan Carlos is a Director specializing in Credit for Snowden Lane Partners located in San Diego, CA. Juan Carlos focuses his efforts on 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 high-net-worth and ultra-high-net worth clients. Juan Carlos has an extensive background in Credit, Structuring, Trust, Foreign Exchange, International deposit products and mortgage. He joined Snowden Lane from Merrill Lynch’s Credit & Banking division where he served as the International Banking Advisor. In this role, he worked with a team that supported and delivered integrated liquidity, cash management, and lending solutions for Financial Advisors and their high-net-worth clients. Juan Carlos held similar roles with JPMorgan Chase, UBS AG, and Bank of America where he had coverage of 194 Advisors serving the Retail Banking, Small Business Banking, Wealth Management Banking, Private Banking and Brokerage units with their clients in the U.S., Latin America and Asia. Juan Carlos received his BSBA degree from Touro College, holds FINRA 7 and 66 licenses, recently attainting his certificate from the USC David School of Gerontology and previously held his California Life and Health Insurance license. He has spent his time as a Board member and Past President of Hostelling International and dedicates his time to local nonprofit efforts. Juan Carlos and his wife, Tanya, reside in San Diego, CA and have 5 children and a granddaughter.
The Bird Group
New York, NY