J. Pablo Moreno
Bringing an operations lens to client services for financial advisors | Skilled in business development and strategy implementation
- Role
- Co-founder at Cygnet Client Services
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About J. Pablo Moreno
Operations professional with 12+ years of experience in operations management. Keen eye for identifying opportunities for improvement and implementing innovative solutions that promote a lean culture. Utilizes holistic understanding of business operations and strategy to eliminate communication silos, create clear workflows, and manage cross-functional teams. Drives revenue strategy by aligning operational efforts with sales, marketing and other functional departments. Develops and motivates highly successful teams through situational leadership and coaching based on individual strengths, training gaps and career goals. Communicates with empathy, de-escalating tense situations and effectively managing crucial conversations.
Experience
Co-founder
Apr 2025 — Present · Lehi, UT, US
Education
BYU Ira A. Fulton College of Engineering
Bachelor of Science (BS)
University of Utah - David Eccles School of Business
Master of Business Administration - MBA
BYU Ira A. Fulton College of Engineering
Master of Science (MS)
Skills
- Civil Engineering
- Engineering
- International Relations
- Technical Writing
- Research
- Teaching
- Time Management
- Hydrology
- Action Oriented
- Public Speaking
- Spreadsheets
- Financial Analysis
- Spanish
- Microsoft Powerpoint
- Global Business Management
- Matlab
- Leadership
- Mathcad
- Finance
- Training
- Microsoft Office
- Dashboard Builder
- Arcgis
- Customer Service
- Data Analysis
- Gis
- Teamwork
- Project Management
- Microsoft Word
- Statistics
- Autocad
- Innovation Development
- Microsoft Excel
- Powerpoint
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