Bryan Lopez Email & Phone Number
Client Service Associate @ Edelman Financial Engines
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Bryan Lopez Location
- Chicago, IL, US
Bryan Lopez Work
- 2015 -now Client Service Associate @
- 2014 -2016 Junior Investment Executive @
- 2014 -2014 Mortgage Consultant (NMLS ID #1077919) @
- 2013 -2013 Account Executive @ NewDay USA
- 2009 -2012 Sales Associate @ American Mail N Parcel
Bryan Lopez Education
- Northwestern University
PFP - Personal Financial Planning Certificate (Financial Planning and Services)
2017-2018 - Concordia University-River Forest
Bachelor of Arts (B.A.) (Business Management and Bachelor of Arts in Political Science)
2009-2013
Bryan Lopez Skills
- Leadership
- PowerPoint
- Social Media
- Public Speaking
- Retirement Planning
- Sales
- Financial Planning
- Stock Trading
- Photoshop
- Event Planning
- Mortgage Banking
- Investments
- Finance
- Bilingual
- Investment Advisory
- Mutual Funds
- Outlook
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing
- Options Strategies
- Customer Service
- Financial Analysis
- High Yield Bonds
- Convertible Bonds
- Teamwork
- Research
- Municipal Bonds
- Loans
- Series 7
- Investment Management
- Spanish
Bryan Lopez Summary
- Bryan Lopez, based in Chicago, IL, US, is currently a Client Service Associate at Edelman Financial Engines. Bryan Lopez brings experience from previous roles at National Securities Corporation, Platinum Home Mortgage (NMLS ID #13589), NewDay USA and American Mail N Parcel. Bryan Lopez holds a 2017 - 2018 PFP - Personal Financial Planning Certificate in Financial Planning and Services @ Northwestern University. With a robust skill set that includes Leadership, PowerPoint, Social Media, Public Speaking, Retirement Planning and more. Bryan Lopez has 2 emails and 2 mobile phone numbers on RocketReach.
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