Juan Pena
About Juan Pena
Juan Pena serves as the Associate Director at Clear Street in Tampa, Florida, a position he has held since 2022. He has a background in communications and extensive experience in financial operations, having worked at Fidelity Investments and Bank of America in various managerial roles.
Work at Clear Street
Juan Pena serves as Associate Director at Clear Street, a position he has held since 2022. He is based in Tampa, Florida, where he contributes to the company's operations and strategic initiatives. His role involves overseeing various aspects of the business, leveraging his extensive experience in financial services.
Education and Expertise
Juan Pena earned a Bachelor of Arts in Communications from New England College, where he studied from 1999 to 2003. He also completed his high school education at Darrow School, graduating in 1994. His academic background supports his professional roles in operations and management within the financial sector.
Professional Background
Juan Pena has a diverse professional background in the financial services industry. He worked at Fidelity Investments in various roles, including Senior Manager of International Trade Support Operations and Unit Lead for International Reconciliations. His experience spans over a decade at Fidelity, with positions focused on operations and trade support. He also held roles at Bank of America and Mirae Asset Global Investments, enhancing his expertise in financial operations.
Previous Positions at Fidelity Investments
Juan Pena held multiple positions at Fidelity Investments from 2008 to 2021. His roles included Unit Lead for International Reconciliations, Trade Support Settlements Manager, and Product Lead for International Agency Lending Operations. His tenure at Fidelity provided him with comprehensive knowledge of international trade support and settlement processes.
Experience at Family Initiative
Since 2021, Juan Pena has also served as Vice President of Philanthropy at Family Initiative. In this role, he focuses on philanthropic efforts and community engagement, contributing to the organization's mission to support families in need.