Snowden Lane Partners. His primary focus is expertly directed towards serving both Investors and Financial Advisors who manage clients with a global footprint, spanning across the U.S. and international markets. Juan Carlos is dedicated to maintaining a premier service offering within Snowden Lane Partners, ensuring consistent and competitive solutions in both Brokerage and Credit services. This commitment is crucial for supporting and driving the strategic growth objectives of all clients associated with Snowden Lane Partners.
Prior to his impactful position at Snowden Lane Partners, Juan Carlos honed his skills as an International Banking Advisor within the Credit & Banking division at Merrill Lynch, a component of Bank of America’s Global Wealth & Investment Management (GWIM) Banking group. In this capacity, he collaborated within a specialized team focused on delivering comprehensive liquidity, cash management, and lending solutions and services. These services were specifically tailored to support Financial Advisors and their high-net-worth clients, demonstrating his early commitment to client-centric financial solutions.
Throughout his distinguished 26-year career, Juan Carlos has built a remarkable track record across several prestigious financial institutions including JPMorgan Chase, UBS AG, and Bank of America’s International Private Bank, operating from both San Diego and New York. His career is marked by extensive regional and divisional responsibilities, where he provided guidance and support to 194 Financial Advisors and their clients across key regions including Northern and Southern California, Southern Arizona, and South Texas. His expertise spanned across various banking sectors such as Retail Banking, Small Business Banking, Wealth Management Banking, Private Banking, and Brokerage units, consistently serving clients with interests in the U.S., Latin America, and Asia. This broad experience underscores his deep understanding of diverse client needs and international financial markets, making him an invaluable asset to Snowden Lane Partners.
Juan Carlos’s academic credentials include a BSBA degree from Touro College and FINRA 7 and 66 licenses, further complemented by a certificate from the USC David School of Gerontology, showcasing a commitment to continuous professional development and a broad understanding of client demographics. His proficiency extends across a wide array of financial disciplines, including Credit, Structuring, Trust, Portfolio Management, Foreign Exchange, and International deposit products and mortgages. Fluent in Spanish, Juan Carlos enhances Snowden Lane Partners‘ capability to serve a diverse international clientele, reinforcing the firm’s commitment to providing comprehensive and accessible wealth management solutions. His comprehensive skill set and international experience are perfectly aligned with Snowden Lane Partners‘ mission to deliver exceptional service and tailored financial strategies to a global client base.
