Juan Mansilla arrived at WIN-TEAM in 2004 with an abundance of the traits that E. Anthony Reguero recognized as the key ingredients to success in the financial services industry. In his initial interview with Anthony, Juan was asked to write why he wanted to work at WIN-TEAM. The subsequent letter revealed Juan’s deep desire to do right by his family and make them proud, which not only left a lasting impression on Anthony, but also serves as the incentive for Juan to aid his own clients.
Like most American stories, Juan Mansilla’s also came from humble beginnings. He is the son of two hard working immigrants who had left everything behind in their native Peru for a new life and new opportunities. The same dead ends of society that had once trapped them would not be shared by their two children. This sacrifice is what fuels his passion to succeed in hopes to assist his family and repay them for all they have done.
Before his days at WIN-TEAM, Juan was the first of his family to receive a college education earning two degrees at California State University Fullerton: a Bachelors of Arts in Economics and a Bachelors of Arts in Business Administration with Concentration in Finance. Upon entering the financial industry, Juan also obtained the following licenses and designations:
- Series 7: General Securities Representative (2004)
- Series 66: Uniform Combined State (2005)
- Life & Disability License (2005) (CA Insurance License #0E72792)
The empathy that Juan has when caring for his clients can be derived from the sense of servitude that he has for his family. This attribute has guided Juan and his clients to develop relationships that are deeply rooted in compassion, allowing him to build a successful career of pure substance.
The years of dedication has led to Juan establishing himself as an Associate at WIN-TEAM and Registered Representative with JW Cole. The internal drive navigating Juan to his desired destination is perpetually on overdrive, making not only the firm happy, but more importantly, the scores of clients who benefit from his character of deep integrity and diligence.