Andy Lopez's Location
Caldwell, NJ, US
Andy Lopez's Work
- Executive Director, Advisor Platforms @ J.P. Morgan
- Director, Client Digital Strategy @ New York Fitness
- First Vice President, Complex Business Development Manager @ Morgan Stanley
- Vice President, Advisor Desktop Strategy @ Morgan Stanley
- Vice President, Consulting Group: Development and Strategy @ Morgan Stanley
- Internal Sales Desk Manager @ Morgan Stanley
- Internal Sales Consultant @ Morgan Stanley
- Annuity Sales Desk Representative @ Morgan Stanley
- Mutual Funds Representative @ Morgan Stanley
Andy Lopez's 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's 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
Andy Lopez's Summary
Andy Lopez, based in Caldwell, NJ, US, is currently a Executive Director, Advisor Platforms at J.P. Morgan, bringing 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 contributes valuable insights to the industry. Andy Lopez has 3 emails on RocketReach.
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