Philip Lopez Email & Phone Number
Financial Advisor @ Oswald Companies
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Philip Lopez Location
- Beachwood, OH, US
Philip Lopez Work
- 2023 -now Financial Advisor @
- 1995 -2023 Registered Representative and Financial Advisor, Park Avenue Securities. @
Philip Lopez Education
- Baldwin Wallace University
Bachelor's Degree (Finance)
1990-1994
Philip Lopez Skills
- Microsoft Excel
- Sales
- Physical Security
- Patient Safety
- Security
- Financial Reporting
- Leadership
- Zahlungswesen
- Strategic Financial Planning
- Disability Insurance
- Retirement Planning
- Mutual Funds
- Securities
- Fixed Annuities
- Financial Planning
Philip Lopez Summary
- Philip Lopez, based in Beachwood, OH, US, is currently a Financial Advisor at Oswald Companies. Philip Lopez brings experience from previous roles at Capital Planners- a Lifetime Financial Growth Company. Philip Lopez holds a 1990 - 1994 Bachelor's Degree in Finance @ Baldwin Wallace University. With a robust skill set that includes Microsoft Excel, Sales, Physical Security, Patient Safety, Security and more. Philip Lopez has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Oswald Companies Employees
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Chairman and Chief Executive Officer
Cleveland, OH, US
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Director and Senior Vice President, Executive Risk
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John Tichar
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William Brancovsky
executive vice president
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William Leonard
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Brian Hoagland
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Kelsey Finucan
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Janet Lukacs
Vice President, Senior Client Executive
Cleveland, OH, US
Jonathan Sadlier
President, Central Ohio Market
Columbus, OH, US
Josh Fragoso
Executive Vice President, Managing Director of Sales
Cleveland, OH, US
David Jacobs
Chief Operating Officer
Cleveland, OH, US
Dave Zastudil
Managing Director - Property and Casualty
Cleveland, OH, US
Jeffery Phillips
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Brian M. Feliciano
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Robert Klonk
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William Brancovsky
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