Joey Lopez's Location
New York, NY, US
Joey Lopez's Work
- Business Development Associate @ Stifel Financial Corp.
- Financial Advisor @ Merrill Lynch
- Corporate Actions Analyst @ Bank of America
- Business Development Analyst @ Landmark Ventures
- Sales Associate @ HGK Asset Management, Inc.
Joey Lopez's Education
- University of Miami
Bachelor's Degree (Economics)
2012 - 2015
Joey Lopez's Skills
- Asset Management
- Client Relationships
- Communication
- Financial Advice
- Goals Based Asset Management
- Emotional Intelligence
- Behavioral Finance
- Socially Responsible Investing
- Portfolio Management
- Microsoft Office
Joey Lopez's Summary
Joey Lopez, based in New York, NY, US, is currently a Business Development Associate at Stifel Financial Corp., bringing experience from previous roles at Merrill Lynch Wealth Management, Bank of America, Landmark Ventures and HGK Asset Management. Joey Lopez holds a 2012 - 2015 Bachelor's Degree in Economics @ University of Miami. With a robust skill set that includes Asset Management, Client Relationships, Communication, Financial Advice, Goals Based Asset Management and more, Joey Lopez contributes valuable insights to the industry. Joey Lopez has 1 email on RocketReach.
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