Julio Rivera
About Julio Rivera
Julio Rivera is a Relationship Manager at The Standard in Irvine, CA, where he has worked since 2015. He has over three decades of experience in the financial services industry, having held various roles at TIAA-CREF and MetLife prior to his current position.
Work at The Standard
Julio Rivera has been serving as a Relationship Manager at The Standard since 2015. He operates from the company's Irvine, CA location. In this role, he focuses on building and maintaining client relationships, ensuring customer satisfaction, and managing accounts effectively. His tenure at The Standard spans over nine years, during which he has contributed to the company's client engagement strategies.
Previous Experience at TIAA-CREF
Prior to joining The Standard, Julio Rivera worked at TIAA-CREF for nine years, from 2001 to 2010. During his time there, he held the position of Relationship Manager and later served as a Transition Manager from 2010 to 2015. His experience at TIAA-CREF involved managing client relationships and facilitating transitions for various accounts.
Career at MetLife
Julio Rivera's career includes a decade of service at MetLife, where he held multiple roles. He worked as a Group Insurance Representative from 1987 to 1997, followed by a position as a Wealth Manager from 1997 to 2001. His responsibilities included managing insurance products and providing wealth management services to clients.
Education and Expertise
Julio Rivera earned his Bachelor's Degree in Economics from California State University, Long Beach, where he studied from 1981 to 1984. Additionally, he pursued further education at UC Irvine Extension. His academic background provides a foundation for his expertise in relationship management and financial services.