Caleb M. Lopez Email & Phone Number
Professional Instructor of Finance @ Walsh University
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Caleb M. Lopez Location
- Cleveland, OH, US
Caleb M. Lopez Work
- Professional Instructor of Finance @ (March 2026 - Present)
- Adjunct Professor of Finance @ (July 2025 - March 2026)
- Chief Investment Officer @ (September 2021 - Present)
- Registered Investment Advisor @ (May 2020 - September 2021)
- Retirement Planner @ (May 2018 - May 2020)
- Intern @ (January 2017 - May 2018)
Caleb M. Lopez Education
- Franciscan University of Steubenville
Master of Business Administration - MBA
2021-2023 - Kent State University
Bachelor's degree (Business Administration and Management, General)
2017-2021
Caleb M. Lopez Skills
- Asset Protection
- Business Relationship Management
- Communication
- Finance
- Financial Advisory
- Financial Planning
- Insurance
- Investment Management
- Investments
- Leadership
- Management
- Personal Finance
- Relationship Building
- Retirement Planning
- Risk Management
- Wealth Management Services
Caleb M. Lopez Summary
- Caleb M. Lopez, based in Cleveland, OH, US, is currently a Professional Instructor of Finance at Walsh University. Caleb M. Lopez brings experience from previous roles at Walsh University, University Wealth Advisors LLC and Affinity Advisory Network LLC. Caleb M. Lopez holds a 2021 - 2023 Master of Business Administration - MBA @ Franciscan University of Steubenville. With a robust skill set that includes Asset Protection, Business Relationship Management, Communication, Finance, Financial Advisory and more. Caleb M. Lopez has 2 emails and 1 mobile phone numbers on RocketReach.
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