Jared Lopez's Location
California, United States
Jared Lopez's Work
- Portfolio Manager @ EP Wealth Advisors
- Wealth Management Portfolio Manager, Assistant Vice President @ First Bank
- Portfolio Analyst @ BNY Mellon
- Senior Client Service Representative @ FocusPoint Private Capital Group
- Intern @ Nevada State Bank
Jared Lopez's Education
- UCLA Anderson School of Management
Master of Business Administration - MBA
2020 - 2023 - University of Nevada, Reno
Bachelor of Science - BS (Finance)
2011 - 2014
Jared Lopez's Summary
Jared Lopez, based in California, United States, is currently a Portfolio Manager at EP Wealth Advisors, bringing experience from previous roles at First Bank, BNY Mellon, Capital Group | American Funds and Nevada State Bank. Jared Lopez holds a 2020 - 2023 Master of Business Administration - MBA @ UCLA Anderson School of Management. Jared Lopez has 2 emails and 1 mobile phone number on RocketReach.
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