Brian Lopez Email & Phone Number
Managing Director at CIBC @ CIBC Private Wealth Management US
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Brian Lopez Location
- Boston, MA, US
Brian Lopez Work
- Managing Director at CIBC @ (September 2023 - Present)
- Managing Director @ (March 2015 - September 2023)
- Managing Director @ (March 2015 - September 2023)
- VP, Account Executive @ (September 2009 - March 2015)
- VP, Account Executive @ (May 1996 - September 2009)
- VP @ (January 1996 - January 2009)
Brian Lopez Education
- Bentley University - McCallum Graduate School of Business
MBA (Marketing)
1995-1998 - Isenberg School of Management, UMass Amherst
BA (Finance)
1990-1994
Brian Lopez Skills
- Retirement Planning
- Retirement
- Employee Benefits
- 401k
- Investment Advisory
- Financial Advisory
- Retirement Plan Consulting
- Defined Contribution
- Leadership
- Team Building
- Marketing Strategy
- Customer Service
- Strategy
- Microsoft Office
- Microsoft Word
- PowerPoint
- Investments
- Microsoft Excel
- Finance
- Sales Logix
- Investment Management
- Outlook
- Relius Administration
Brian Lopez Summary
- Brian Lopez, based in Boston, MA, US, is currently a Managing Director at CIBC at CIBC Private Wealth US. Brian Lopez brings experience from previous roles at Boston Private Wealth LLC, SVB Private, Sentinel Benefits and Fidelity Investments. Brian Lopez holds a 1995 - 1998 MBA in Marketing @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Retirement Planning, Retirement, Employee Benefits, 401k, Investment Advisory and more. Brian Lopez has 3 emails and 2 mobile phone numbers on RocketReach.
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