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

Vice President - Project Manager - IPB Digital Concierge Specialist @ (May 2024 - Present)
Vice President - Client Service Manager @ (September 2022 - May 2024)
Vice President - Registered Senior Client Service and Team Lead @ (December 2015 - September 2022)
Vice President Project @ JP Morgan Chase - International Private Bank (May 2024 - Present)
Vice President Client Services @ JP Morgan Chase - International Private Bank (September 2022 - May 2024)
Senior Vice President Client Services @ JP Morgan Chase - International Private Bank (December 2015 - September 2022)
Senior Registered Client Associate @ (December 2013 - June 2015)
Senior Registered Client Associate @ Royal Bank of Canada Wealth Management (December 2013 - June 2015)
Vice President. Investment Operations Dept. Manager @ (April 2008 - December 2013)
Vice President of Investment @ Bank Hapoalim B.M. (April 2008 - December 2013)
Project Manager - Business Control and Support Analyst -Global Credit Derivatives Trading @ (June 2005 - March 2007)
Assistant Vice President and Manager - OTC Derivatives Department @ DKR Capital (March 2001 - June 2005)
Trading Assistant @ Paloma Partners Management Company (June 1999 - March 2001)

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)
Asset-Backed Securities (ABS)
Business Continuity
Client Focus
Client Services
Collateralized Debt Obligations (CDO)
Commercial Mortgage-Backed Security (CMBS)
Credit Default Swaps (CDS)
Cross-functional Coordination
Cross-functional Problem Solving
Cross-functional Team Leadership
Cross-platform Development
Customer Engagement
Customer Satisfaction
Dashboard Metrics
Digital Transformation
Fixed Income Trading
Foreign Exchange (FX) Trading
ISDA negotiations
IT as a Service (ITaaS)
Interest Rate Swaps
Mortgage-Backed Securities (MBS)
Onboarding
Online Platforms
Performance Metrics
Pricing Analysis
Private Clients
Process Optimization (Manufacturing)
Regulatory Compliance
Risk Compliance
Securities Regulation
Software Updates
Spanish
Strategic Partnerships
Strategic Planning
System Deployment
System Integration Testing
Team Development
Trade Capture
Trade Settlements
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 3 emails and 2 mobile phone numbers on RocketReach.