JM

Juan Carlos Mendez

Vice President - Platform Experience at AtriaWealth

Juan Carlos Mendez currently serves as Vice President of Platform Experience at Atria Wealth Solutions since February 2023. Prior to this role, Mendez held various positions at CUSO Financial Services, LP, including Product Manager (AVP), Operations Technology Manager, and Business Systems Administrator from November 2015 to February 2023. Mendez's earlier experience includes working as a User Acceptance Test (UAT) Analyst at LPL Financial and as a Business Tutor specializing in finance and related subjects at both the Learning Resource Center and the College of Business Administration Success Center. Mendez holds a Bachelor of Business Administration (B.B.A.) in Finance from California State Polytechnic University-Pomona.

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AtriaWealth

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Wealth management holding company whose subsidiaries provide innovative tools and a flexible business structure to help advisors retain and grow relationships.


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11-50

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