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Jacob Lopez Location
Los Angeles, CA, US
Jacob Lopez Work
Co-Founder and Managing Director @ (February 2023 - Present)
Director and Portfolio Manager @ (March 2020 - Present)
Credit Analyst @ (July 2017 - December 2019)
Wealth Management Intern @ (October 2016 - December 2016)
Finance Intern @ MindOverEye a division of TEN: The Enthusiast Network (May 2015 - August 2015)
Jacob Lopez Education
University of Colorado Boulder
Bachelor’s Degree (Accounting and Finance)
2013-2017
Loyola High School
High School
2009-2013
Jacob Lopez Skills
Finance
Microsoft Excel
Microsoft Word
Time Management
Leadership
Social Media
Financial Analysis
Research
Communication
Jacob Lopez Summary
Jacob Lopez, based in Los Angeles, CA, US, is currently a Co-Founder and Managing Director at Orion Settlement Solutions LLC. Jacob Lopez brings experience from previous roles at ARX Fund Management, City National Bank, Morgan Stanley and MindOverEye a division of TEN: The Enthusiast Network. Jacob Lopez holds a 2013 - 2017 Bachelor’s Degree in Accounting and Finance @ University of Colorado Boulder. With a robust skill set that includes Finance, Microsoft Excel, Microsoft Word, Time Management, Leadership and more. Jacob Lopez has 3 emails and 2 mobile phone numbers on RocketReach.
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