Aaron Lopez Email & Phone Number
SVP, Senior Portfolio Manager @ U.S. Bank
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Aaron Lopez Location
- San Jose, CA, US
Aaron Lopez Work
- 2023 -now SVP, Senior Portfolio Manager @
- 2018 -2023 VP, Senior Portfolio Manager @
- 2013 -2018 VP, Portfolio Manager @
- 2010 -2013 Portfolio Manager Associate @
- 2008 -2010 Cash Services Representative @
Aaron Lopez Education
- Cal Poly Orfalea College of Business
Master of Business Administration (MBA) (Business Administration and Management, General)
2008-2010 - California Polytechnic State University-San Luis Obispo
Bachelor of Science (Agricultural Business; Finance)
2002-2008
Aaron Lopez Skills
- Client-focused
- Socially Responsible Investing
- Impact Investing
- Environmental, Social, and Governance (ESG)
- Economics
- Analytical Skills
- Fiduciary
- Investment Policy
- Investment Products
- Performance Reviews
- Investments
- Portfolio Management
- Wealth Management
- Banking
- Asset Management
- Asset Allocation
- Fixed Income
- Management
- Equities
- Negotiation
- Customer Service
- Investment Management
- Investment Strategies
- Team Management
- Client Development
- Sales
- Financial Markets
- Customer Relations
- Asset Managment
- Wealth Management Services
- Mutual Funds
- See 6+see Less
- R
- Data Science
- Data Analysis
- Equity Research
- Downtown
Aaron Lopez Summary
- Aaron Lopez, based in San Jose, CA, US, is currently a SVP, Senior Portfolio Manager at U.S. Bank. Aaron Lopez brings experience from previous roles at Union Bank, Bank of America Private Bank and Bank of America. Aaron Lopez holds a 2008 - 2010 Master of Business Administration (MBA) in Business Administration and Management, General @ Cal Poly Orfalea College of Business. With a robust skill set that includes Client-focused, Socially Responsible Investing, Impact Investing, Environmental, Social, and Governance (ESG), Economics and more. Aaron Lopez has 4 emails and 2 mobile phone numbers on RocketReach.
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