Sidney Lopez Email & Phone Number
Vice President, Fiduciary Services @ National Benefit Services, LLC
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Sidney Lopez Location
- Poway, CA, US
Sidney Lopez Work
- 2022 -now Vice President, Fiduciary Services @
- 2019 -2021 Operations Manager, ERISA Department @
- 2013 -2019 Sales and Marketing Operations Director @ Innovative Pension
- 2012 -2013 Director of Client Services @ Retirement Benefits Group
- 2002 -2012 Director of Client Services @ Innovative Pension
Sidney Lopez Education
- California State University-Fresno
BA (History)
1998-2001
Sidney Lopez Skills
- 401k
- Retirement Planning
- Mutual Funds
- Retirement
- Defined Benefit
- Asset Allocation
- Pensions
- IRAs
- Series 7
- Asset Management
- Strategic Planning
- Microsoft Office
- Social Media
- Microsoft Excel
- Leadership
- Marketing Communications
- Operations Management
- Marketing Strategy
Sidney Lopez Summary
- Sidney Lopez, based in Poway, CA, US, is currently a Vice President, Fiduciary Services at National Benefit Services, LLC. Sidney Lopez brings experience from previous roles at National Benefit Services, LLC, Innovative Pension and Retirement Benefits Group. Sidney Lopez holds a 1998 - 2001 BA in History @ California State University-Fresno. With a robust skill set that includes 401k, Retirement Planning, Mutual Funds, Retirement, Defined Benefit and more. Sidney Lopez has 1 emails and 1 mobile phone numbers on RocketReach.
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