Juan joined AmericanTCS in April 2022 to lead the team with the Hub+ application. Juan and his team oversee Hub+ development, customer services and operations support for various large institutional retirement plan providers in the industry.
Prior to joining AmericanTCS, Juan worked at Vertical Management Systems (VMS) where he was responsible for VMS Hub and VMS Data client services. In his tenure at VMS, Juan, as the leader for his team, provided subject matter expertise in launching VMS’ entry into the 401(k) record-keeping space. Juan was responsible for account administration, call center management and worked directly with financial advisors and third-party administrators’ distribution channels.
Juan’s over 30 years of industry experience includes a variety of leadership roles at Vertical Management Systems, Prudential, Union Bank of California, and Transamerica. To advance his industry expertise, Juan attended the Business of Banking Program through American Bankers Association and Cannon School for Retirement Plans. Additionally, Juan volunteered to share this expertise as a former board member of NIPA – LA Chapter.