Jorge Lopes Email & Phone Number
Life and Annuity Insurance Agent @ AAA Life Insurance Company
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Jorge Lopes Location
- New Haven, CT, US
Jorge Lopes Work
- Life and Annuity Insurance Agent @ (December 2022 - Present)
- Finacial Consultant @ Lopes Associates (January 1993 - December 2023)
- Financial Advisor @ (September 2019 - September 2022)
- Investment Advisor Representative, Registered Representative @ Lopes Associates (January 2012 - September 2019)
- Retirement Advisor @ (January 2006 - January 2006)
- Personal Banker @ Chase Bank (January 2004 - January 2006)
Jorge Lopes Education
- University of New Haven
Bachelor of Arts (B.A.) (Social Work)
- Rogers High School
Jorge Lopes Skills
- Leadership
- Team Building
- Public Speaking
- Employee Benefits
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- | Annuities Guaranteed
- Investments
- Index And Variable |
- 401k
- Strategic Planning
- Investment Advisory
- Life Insurance
- Business Planning
- Strategic Financial Planning
- Microsoft Office
- Securities
- Entrepreneurship
- Risk Management
- Marketing
- Nonprofits
- Customer Service
- | Mutual Funds | Stocks And Bonds |
- My Specialties Include
- Small Business
- Coaching
- | Professionally Managed Accounts |
- Retirement
- | Life Insurance | Disability Insurance | Long Term Care |
- 403B
- | Key Person Insurance | Buy/Sell Agreement | Ibrp |
- | Comprehensive Financial Planning |
- Ira Traditional And Roth |
- | Annuities |
Jorge Lopes Summary
- Jorge Lopes, based in New Haven, CT, US, is currently a Life and Annuity Insurance Agent at AAA Life Insurance Company. Jorge Lopes brings experience from previous roles at Lopes Associates, Prudential Financial and ING Financial Servis. Jorge Lopes holds a Bachelor of Arts (B.A.) in Social Work @ University of New Haven. With a robust skill set that includes Leadership, Team Building, Public Speaking, Employee Benefits, Insurance and more. Jorge Lopes has 2 mobile phone numbers on RocketReach.
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