Antonio A. Lopez Email & Phone Number
Senior Financial Advisor, President at Triumph Wealth Management @ Triumph Wealth Management, LLC
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Antonio A. Lopez Location
- Florida, United States
Antonio A. Lopez Work
- Senior Financial Advisor, President at Triumph Wealth Management @ (February 2023 - Present)
- Financial Advisor @ (February 2019 - January 2023)
- Regional Vice President @ (November 2016 - November 2018)
- Regional Vice President, Emerging Market Specialist @ (March 2013 - September 2016)
- Sales Consultant and Product Specialist @ (August 2009 - March 2013)
- Internal Wholesaler @ AIG Financial Products (December 2007 - June 2009)
- Personal Licensed Banker @ (May 2006 - October 2007)
- Finance Operations Summer Intern @ (May 2004 - August 2004)
Antonio A. Lopez Education
- Baruch College
Executive Masters (Finance)
2012-2013 - New York University
Graduate Certificate - Investing Overseas (International Business and Finance)
2009-2010 - New Jersey Institute of Technology
Bachelor's of Science
2004-2007 - Stevens Institute of Technology
Bachelor's of Science
2003-2004 - Bergen Catholic High School 1999-2003
Antonio A. Lopez Skills
- Portfolio Optimization
- Spanish
- Morningstar
- Portfolio Management
- Series 7
- Investments
- Mutual Funds
- Financial Services
- Strategy
- Financial Advisory
- Banking
- Series 63
- Asset Management
- Asset Allocation
- Investment Strategies
- Fixed Income
- Retirement
- Finance
- Alternative Investments
- Equities
- Wealth Management
- Retirement Planning
- Securities
- Sales
- 401k
- Financial Planning
- Financial Analysis
- Investment Advisory
Antonio A. Lopez Summary
- Antonio A. Lopez, based in Florida, United States, is currently a Senior Financial Advisor, President at Triumph Wealth Management at Triumph Wealth Management, LLC. Antonio A. Lopez brings experience from previous roles at Edward Jones, Ivy Investments, Mirae Asset Global Investments and New York Life/MainStay Investments. Antonio A. Lopez holds a 2012 - 2013 Executive Masters in Finance @ Baruch College. With a robust skill set that includes Portfolio Optimization, Spanish, Morningstar, Portfolio Management, Series 7 and more. Antonio A. Lopez has 1 emails and 5 mobile phone numbers on RocketReach.
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