Juan Carmona

Director, Client Services & Operations

Role: Director, Client Services & Operations at Fairfield, Bush & Co
Location: Darien, CT, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Juan Carmona

Strategic and analytical finance professional with 10+ years of experience committed to…

Experience

Director, Client Services & Operations
Fairfield, Bush & Co
May 2023 — Present · Darien, CT, US

Education

University of Connecticut
B.S - Resource Economics
Universidad de Granada
Spanish Language and Literature

Skills

Sales Process
Account Management
Negotiation
Fundraising
Training
Customer Satisfaction
Basic French
Youth Development
Sales
Cold Calling
Time Management
Outlook
Inside Sales
Data Entry
Direct Sales
Youth Mentoring
Organization
Leadership Development
Leadership
Social Media Marketing
Social Media
Powerpoint
Microsoft Excel
Marketing
Spanish
Building Relationships
Strategic Planning
Research
Teamwork
Critical Thinking
Sales Operations
Html
Customer Service
Financial Advisory
English
Microsoft Word
Event Planning

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
j•••@fairfieldbush.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••62

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Current company

Fairfield, Bush & Co

Investment Management · 8 employees · Founded 1973 · Darien, Connecticut, United States

Fairfield, Bush & Co. provides discretionary wealth management services to high net worth individuals throughout the U.S. Using a disciplined, active approach, we manage individual client portfolios to preserve and enhance the purchasing power of capital. Our reputation is founded on strong performance and quality service. Investment Philosophy-Manage assets based on each client\'s unique profile-Identify the best managed companies offering long-term growth-Monitor markets to find undervalued opportunities. Fairfield, Bush & Co. has provided investment counseling and portfolio management services to both domestic and foreign clients since 1973. The firm is registered under the Investment Advisors Act of 1940 with the Securities and Exchange Commission and the State of Connecticut Banking Department. It is a member of the Investment Advisor Association (IAA).

fairfieldbush.com

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