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 @ U.S. Bank
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2018 - 2023 VP, Senior Portfolio Manager @ Union Bank
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2013 - 2018 VP, Portfolio Manager @ Bank of America Private Bank
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2010 - 2013 Portfolio Manager Associate @ Bank of America Private Bank
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2008 - 2010 Cash Services Representative @ Bank of America
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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

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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 5 emails and 1 mobile phone numbers on RocketReach.

Aaron Lopez Emails

Found 5 emails

Aaron Lopez Phone Numbers

Found 3 phone numbers

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