Len Lopez Email
SVP, Senior Investment Advisor @ Fifth Third Private Bank
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Len Lopez Location
- Charlotte, NC, US
Len Lopez Work
- SVP, Senior Investment Advisor @ (September 2022 - Present)
- Division Investment Director @ (February 2021 - September 2022)
- Enterprise Lead- Hispanic Business Resource Group @ (January 2021 - September 2022)
- SVP, Regional Director of Portolio Management @ (October 2009 - February 2021)
- Associate Director @ Convergent Wealth Advisors (September 2004 - September 2009)
- Portfolio Manager @ (June 1995 - September 2004)
Len Lopez Education
- Villanova University
Bachelor of Arts
1991-1995 - Westtown School 1988-1991
Len Lopez Skills
- Investment Consulting
- Wealth Management
- Private Wealth Management
- Investment Research
- Team Building
- Series 65
- CFA
- CIMA
- Microsoft Word
- Microsoft Excel
- Research
- Public Speaking
- Customer Service
- Strategy
- Sales
- Portfolio Management
- Asset Allocation
- Equities
- Fixed Income
- Asset Management
- Investments
- Mutual Funds
- Alternative Investments
- Financial Planning
- Leadership
- Wealth Management Services
- Chartered Financial Analyst
- Family Wealth Management
- Certified Investment Management Analyst
Len Lopez Summary
- Len Lopez, based in Charlotte, NC, US, is currently a SVP, Senior Investment Advisor at Fifth Third Private Bank. Len Lopez brings experience from previous roles at Truist Wealth, Truist, BB&T and Convergent Wealth Advisors. Len Lopez holds a 1991 - 1995 Bachelor of Arts @ Villanova University. With a robust skill set that includes Investment Consulting, Wealth Management, Private Wealth Management, Investment Research, Team Building and more. Len Lopez has 1 emails on RocketReach.
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