Senior Analyst, Investment Manager Research @ (May 2022 - July 2026)
Investment Manager Research @ (May 2022 - Present)
Client Portfolio Manager @ (August 2015 - August 2021)
Senior Associate, Manager Research @ (March 2014 - August 2015)
Associate, Manager Research @ (January 2013 - March 2014)
Global Treasury Intern @ (May 2008 - January 2009)
Associate Mutual Funds Analyst @ (June 2011 - December 2012)
Intern, Global Treasury @ (May 2008 - January 2009)
Brandon Lopez Education
Washington University in St. Louis - Olin Business School
MS (Finance)
2010-2011
Georgetown College
BSBA (Finance)
2005-2009
Brandon Lopez Skills
Relationship Management
Real Estate
Investment Advisory
Mutual Funds
Financial Analysis
Financial Modeling
Investments
Economics
Corporate Finance
Data Analysis
Capital Markets
Analysis
Microsoft Excel
Series 7
Statistics
Valuation
Finance
Equities
Fixed Income
Portfolio Management
Asset Management
Investment Strategies
Asset Allocation
Bloomberg Terminal
Investment Management
Investment Portfolios
Brandon Lopez Summary
Brandon Lopez, based in Louisville, KY, US, is currently a VP, Senior Investment Specialist at Nuveen, a TIAA company. Brandon Lopez brings experience from previous roles at Wilshire Associates, Edward Jones and Aristotle. Brandon Lopez holds a 2010 - 2011 MS in Finance @ Washington University in St. Louis - Olin Business School. With a robust skill set that includes Relationship Management, Real Estate, Investment Advisory, Mutual Funds, Financial Analysis and more. Brandon Lopez has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brandon Lopez?
Find contact details for 700 million professionals.