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Catherine Lopez Location
Crowley, TX, US
Catherine Lopez Work
Front Office Coordinator @ (July 2026 - Present)
Client Services and Support Intern @ (June 2025 - August 2025)
A.P. Beutel Health Center Registration and Patient Services Representative @ (January 2024 - April 2025)
Soccer Coach @ (May 2023 - July 2024)
Catherine Lopez Education
Financial Planning Program Texas A&M University
Bachelor's degree (Financial Planning and Services)
2022-2026
Southwest Christian School
High School Diploma
2018-2022
Southern Methodist University
Master of Healthcare Administration
2026
Catherine Lopez Skills
Cash Flow Modeling
Client Portal Management
Data Analysis
Financial Planning Software
Goal-Based Financial Planning
Holisitic Financial Advice
Microsoft Excel
Monte Carlo Simulation
Retirement Planning Analysis
Scenario Analysis
Tax Planning
Tax Strategy
What-if Analysis
Catherine Lopez Summary
Catherine Lopez, based in Crowley, TX, US, is currently a Front Office Coordinator at Steven Camp MD Plastic Surgery and Aesthetics. Catherine Lopez brings experience from previous roles at Charles Schwab, Texas A&M University and Soccer Shots DFW. Catherine Lopez holds a 2022 - 2026 Bachelor's degree in Financial Planning and Services @ Financial Planning Program Texas A&M University. With a robust skill set that includes Cash Flow Modeling, Client Portal Management, Data Analysis, Financial Planning Software, Goal-Based Financial Planning and more. Catherine Lopez has 1 emails on RocketReach.
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