Andy Lopez Email & Phone Number
Executive Director, Advisor Platforms @ J.P. Morgan
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Andy Lopez Location
- Caldwell, NJ, US
Andy Lopez Work
- 2022 - now Executive Director, Advisor Platforms @
- 2013 - 2022 Director, Client Digital Strategy @
- 2012 - 2013 First Vice President, Complex Business Development Manager @
- 2010 - 2012 Vice President, Advisor Desktop Strategy @
- 2006 - 2010 Vice President, Consulting Group: Development and Strategy @
- 2005 - 2006 Internal Sales Desk Manager @
- 2004 - 2005 Internal Sales Consultant @
- 2002 - 2004 Annuity Sales Desk Representative @
- 2000 - 2002 Mutual Funds Representative @
Andy Lopez Education
- New York University, Stern School of Business
MBA (Finance)
2004 - 2007 - Rutgers University–New Brunswick
BA (Economics, Political Science)
1996 - 2000 - Saint Peter's Prep - Jersey City, NJ
High School
1992 - 1996
Andy Lopez Skills
- Product Development
- Project Management
- Business Development
- Practice Management
- Rep as Advisor
- Rep as PM
- Unified Managed Accounts
- Separately Managed Accounts
- Variable Annuities
- Mutual Funds
- Microsoft Office
- Marketing
- Social Media
- Investments
- Financial Analysis
Andy Lopez Summary
- Andy Lopez, based in Caldwell, NJ, US, is currently a Executive Director, Advisor Platforms at J.P. Morgan. Andy Lopez brings experience from previous roles at UBS and Morgan Stanley. Andy Lopez holds a 2004 - 2007 MBA in Finance @ New York University, Stern School of Business. With a robust skill set that includes Product Development, Project Management, Business Development, Practice Management, Rep as Advisor and more. Andy Lopez has 2 emails and 2 mobile phone numbers on RocketReach.
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