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Juan P. Garza

Juan P. Garza

Social Enterprise Coordinator

Followers of Juan P. Garza794 followers
location of Juan P. GarzaNew York City Metropolitan Area

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  • Timeline

  • About me

    Client Advisor & Manager | AVP at Bernstein Private Wealth Management

  • Education

    • Fordham Preparatory School

      2008 - 2012
      High School

      Activities and Societies: Speech & Debate Team | Varsity Golf Team | Varsity Crew Team | Varsity Swimming Team

    • Villanova University

      2012 - 2016
      Bachelor’s Degree Double Major: Finance & International Business | Minor: Marketing

      Activities and Societies: President - Villanova Club Golf Team | Social Chair - Phi Sigma Pi National Honor Fraternity | Global Leadership Fellows Program | National Society of Collegiate Scholars | Special Olympics

  • Experience

    • Impact Investment Exchange (IIX)

      Mar 2013 - May 2013
      Social Enterprise Coordinator

      Designed and created analytical dashboards to study inflows of companies and investors to the exchange platform. Presented and discussed recommendations with the investment team.

    • The People's Supermarket

      Jun 2014 - Aug 2014
      Finance & Marketing Intern

      Composed and executed marketing plans aimed at increasing sales. Helped in becoming more cost-efficient through restructuring ordering logistics.

    • Knights of Columbus

      Jun 2015 - Aug 2015
      Credit Analyst Intern

      Regularly composed credit analysis reports and updates related to corporate and municipal bonds for existing and potential investments.

    • Morgan Stanley

      Oct 2015 - Apr 2016
      Wealth Management Intern

      Worked with Senior Financial Advisor and Portfolio Manager, assisting with funds research, client management, and various marketing initiatives.

    • Northwestern Mutual

      May 2016 - Apr 2017
      Financial Representative

    • Bernstein Private Wealth Management

      Jun 2017 - now

      • AVP | Client Advisor & Manager

        Jan 2025 - now

      • AVP | Manager

        Apr 2021 - Dec 2024

      • Associate Officer | Senior Associate

        Jun 2020 - Apr 2021

      • Private Client Associate

        Sept 2018 - Jun 2020

      • Private Client Coordinator

        Jun 2017 - Sept 2018

  • Licenses & Certifications

    • Series 9

      FINRA

    • Series 10

      FINRA

    • Series 63

      FINRA

    • Series 7

      FINRA

    • Bloomberg Market Concepts (BMC)

      Bloomberg

  • Volunteer Experience

    • Construction Volunteer

      Issued by Habitat for Humanity Texas on Mar 2015
      Habitat for Humanity TexasAssociated with Juan P. Garza

    • Construction Volunteer

      Issued by Appalachia Habitat for Humanity on Aug 2011
      Appalachia Habitat for HumanityAssociated with Juan P. Garza

    • Referee & Scoring Official

      Issued by Special Olympics Pennsylvania on Nov 2014
      Special Olympics PennsylvaniaAssociated with Juan P. Garza

    • Classroom Assistant

      Issued by John A. Coleman School on Jun 2011
      John A. Coleman SchoolAssociated with Juan P. Garza