Brian Lopez Email & Phone Number
Private Client Advisor @ J.P. Morgan
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Brian Lopez Location
- New York, NY, US
Brian Lopez Work
- 2008 -now Private Client Advisor @
- 2007 -2008 Global Wealth Management - Financial Advisor @
- 2004 -2007 Financial Consultant, AAMS @
- 2001 -2003 Financial Advisor, Retirement Planning Specialist @
Brian Lopez Education
- Montclair State University
B.A. (Economics)
1998-2001 - Bloomfield High School 1992-1996
Brian Lopez Skills
- Leadership
- Management
- Team Building
- Project Management
- Finance
- Services
- Financial Services
- Derivatives
- Capital Markets
- Fixed Income
- Strategic Financial Planning
- Financial Analysis
- Commodity
- Portfolio Management
- Equities
- Valuation
Brian Lopez Summary
- Brian Lopez, based in New York, NY, US, is currently a Private Client Advisor at J.P. Morgan. Brian Lopez brings experience from previous roles at Merrill Lynch, A.G. Edwards & Sons, Inc. and Morgan Stanley. Brian Lopez holds a 1998 - 2001 B.A. in Economics @ Montclair State University. With a robust skill set that includes Leadership, Management, Team Building, Project Management, Finance and more. Brian Lopez has 4 emails and 3 mobile phone numbers on RocketReach.
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