Priscila Lopes Email & Phone Number
Vice President - Project Manager - IPB Digital Concierge Specialist @ J.P. Morgan Private Bank
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Priscila Lopes Location
- Florida, United States
Priscila Lopes Work
- 2024 -now Vice President - Project Manager - IPB Digital Concierge Specialist @
- 2022 -2024 Vice President - Client Service Manager @
- 2015 -2022 Vice President - Registered Senior Client Service and Team Lead @
- 2024 -now Vice President Project @ JP Morgan Chase - International Private Bank
- 2022 -2024 Vice President Client Services @ JP Morgan Chase - International Private Bank
- 2015 -2022 Senior Vice President Client Services @ JP Morgan Chase - International Private Bank
- 2013 -2015 Senior Registered Client Associate @
- 2013 -2015 Senior Registered Client Associate @ Royal Bank of Canada Wealth Management
- 2008 -2013 Vice President. Investment Operations Dept. Manager @
- 2008 -2013 Vice President of Investment @ Bank Hapoalim B.M.
- 2005 -2007 Project Manager - Business Control and Support Analyst -Global Credit Derivatives Trading @
- 2001 -2005 Assistant Vice President and Manager - OTC Derivatives Department @ DKR Capital
- 1999 -2001 Trading Assistant @ Paloma Partners Management Company
Priscila Lopes Education
- University of Connecticut
Bachelor of Science (Finance, General)
1994-1999 - Stamford High 1990-1994
Priscila Lopes Skills
- Team Mentoring
- Team Management
- Operational Planning
- System Performance
- Key Performance Indicators
- Digital Strategy
- Fraud Prevention
- Client-focused
- Project management
- Management
- Equities
- Derivatives
- Bloomberg
- Fixed Income
- Hedge Funds
- Trading
- Securities
- Financial Markets
- Risk Management
- FX Options
- Alternative Investments
- Finance
- Options
- Trading Systems
- Capital Markets
- Investments
- Financial Risk
- Swaps
- Bonds
- Mutual Funds
- Banking
- Structured Products
- Investment Banking
- Financial Services
- Valuation
- AML
- Credit
- Credit Derivatives
- Cash Management
- Settlement
- Corporate Actions
- Wealth Management
- Experienced Business Analyst
- Hedging
- Private Banking
- Back Office
- Prime Brokerage
- Series 7
- Equity Derivatives
- Analysis
- FINRA
- KYC
- Interest Rate Derivatives
- Account Reconciliation
- Wealth Management Services
- Equity Trading
- Bloomberg Terminal
- ETFs
- Auditing
- Customer Relationship Management (CRM)
- Keys
- Interest Rate
- Structured Finance
- Portfolio Management
- Operations
- Legal
- Experienced Business
- Latin America
Priscila Lopes Summary
- Priscila Lopes, based in Florida, United States, is currently a Vice President - Project Manager - IPB Digital Concierge Specialist at J.P. Morgan Private Bank. Priscila Lopes brings experience from previous roles at J.P. Morgan Private Bank and JP Morgan Chase - International Private Bank. Priscila Lopes holds a 1994 - 1999 Bachelor of Science in Finance, General @ University of Connecticut. With a robust skill set that includes Team Mentoring, Team Management, Operational Planning, System Performance, Key Performance Indicators and more. Priscila Lopes has 4 emails and 2 mobile phone numbers on RocketReach.
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