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
- 2023 -now Managing Director at CIBC @
- 2015 -2023 Managing Director @
- 2015 -2023 Managing Director @
- 2009 -2015 VP, Account Executive @
- 1996 -2009 VP, Account Executive @
- 1996 -2009 VP @
Brian Lopez Education
- Bentley University - McCallum Graduate School of Business 1995-1998
- Isenberg School of Management, UMass Amherst 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 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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