Cathy Lopez is a high-level expert, who works in Jpmorgan Chase & Co main office of which is in 4. as a Relationship Banker since 2019. Cathy Lopez gained professional experience in more than 18 positions at various companies. Cathy Lopez went to the Automotive Dealership Institute and was studying from 2015. This person has such professional qualifications as Aams-Accredited Asset Management Specialist. Wildomar, California is the city, where this professional was known to be living. This professional's email address and phone number can be easily accessed through this website on demand.
Name variants:
Catherine Lopez
Last updated Jul 06, 2024
Contact Information
Workplace
Relationship Banker
New York, NY
Industry
Financial Services, National Commercial Bank Personal Credit Institution Security Broker/Dealer Mortgage Banker/Correspondent, National Commercial Bank Personal Credit Instn Security Broker/Dealer Mortgage Banker/Corspdnt, National Commercial Bank, Investment Advice, Investors Nec, National Commercial Banks
Colleagues
Work History
Financial Consultant
25 Michigan Ave west, Battle Creek, MI 49017
from Apr 2015
Investment Advisor Representative and Registered Representative Northpointe Financial and Tcm Securities
I help clients reach their financial goals by taking a holistic approach to the financial planning process. With my experience in investment management, retirement planning, estate planning,...
Jul 2012 — Apr 2015
Board President
1024 east Buckeye Rd SUITE 165, Phoenix, AZ 85007
2012 — 2014
Financial Consultant
New York, NY
I help people plan for and protect their financial futures
Jul 2010 — Jul 2012
Vice President and Financial Consultant
420 Montgomery St, San Francisco, CA 94129
Jan 2008 — Nov 2010
Vice President and Regional Private Banking Manager
420 Montgomery St, San Francisco, CA 94129
Jun 2005 — Sep 2008
Assistant Vice President and Private Banker
420 Montgomery St, San Francisco, CA 94129
Jan 1996 — Jan 2002
Education
from 2015
1994 — 1996
Occupations
Financial Broker
Loan Officer
Banker
Accountant
Finance and Accounting Specialist
Loan Officers
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
F and I Management
Consumer Lending
Microsoft Office
Sales
Leadership
Project Management
Public Speaking
Customer Service
Mortgage Lending
Credit
Supervisory Skills
Financial Analysis
Banking
Loans
Credit Analysis
Credit Risk
Retail Banking
Cash Management
Loan Origination
Mortgage Banking
Portfolio Management
Management
Finance
Process Improvement
Microsoft Excel
Team Building
Financial Services
Relationship Management
Risk Management
Coaching
Budgets
Analysis
Operations Management
Underwriting
Accounting
Credit Cards
Team Management
Lines of Credit
Due Diligence
Business Process Improvement
Outlook
Cross Selling
Accounts Receivable
Residential Mortgages
Negotiation
Refinance
Business Planning
Marketing
Teamwork
Customer Relations
Retirement Planning Specialist
Retirement Planning
Investments
Fixed Annuities
Securities
Finra
Series 7
Wealth Management
Mutual Funds
Strategic Financial Planning
Retirement
Asset Managment
Wealth Management Services
Asset Allocation
Financial Advisory
Alternative Investments
Series 9 and 10 Licensed
Life Insurance
Long Term Care Insurance
FAQs about Cathy Lopez
What's the main profession of Cathy Lopez?
Cathy Lopez is a Relationship Banker.
What jobs is Cathy Lopez a professional at?
Cathy is a professional Financial Broker and Loan Officer jobs.
Where does Cathy Lopez currently live?
The expert currently lives in Wildomar, California.
Where did Cathy Lopez work?
The expert worked at Jpmorgan Chase & Co., Chase.
What education does Cathy Lopez have?
Cathy studied at the Automotive Dealership Institute from 2015.
Are there any certifications, that Cathy Lopez has?
This professional received the following certifications: Aams-Accredited Asset Management Specialist.
What languages does Cathy Lopez speak?
Cathy Lopez speaks Spanish.
Are there any special industries Cathy Lopez is connected to?
Cathy works in Financial Services industry.