Juan Carlos Guerra

at Boreal Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Italian Limited working proficiency

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Bio

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Credentials

  • Series 66
    FINRA
    Apr, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Sep, 2021
    - Nov, 2024
  • Securities Industry Essentials
    FINRA
    Sep, 2020
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Sep, 2019
    - Nov, 2024

Experience

  • Boreal Capital Management
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
      • Jul 2022 - Present

      • May 2022 - Jul 2022

  • Ballestas Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Jun 2021 - Apr 2022

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • 2020 Wealth & Investment Management Intern
      • Jul 2020 - Aug 2020

Education

  • University of Notre Dame
    Bachelor of Business Administration - BBA, Business Analytics (BAN)
    2017 - 2021
  • American Nicaraguan School
    High School Diploma
    2004 - 2017

Community

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