Julio Lopez

Wealth Management Banker

Julio Lopez is a eficient expert, who works in Merrill Lynch main office of which is in 4. on the position of Wealth Management Banker since 2018. Julio has earned professional experience in more than 15 positions at different companies. Julio Lopez went to the Colorado Technical University and got education there from 2016 to 2017. Garland, Texas is the area, where this person was known to settle. Their phone and email can be easily accessed through this website on demand.
Name variants:
Julio Lopez
Last updated May 30, 2024

Contact Information

Last Update
Jul 14, 2022
Email
ju**@gmail.com, ju**@thesaxtongroup.com, ju**@gmail.com
Location
Garland, TX
Company

Workplace

Merrill Lynch
Wealth Management Banker

New York, NY

Industry

Financial Services, Business Services, Security Broker/Dealer

Work History

Wealth Management Banker

New York, NY
from Jul 2018

Customer Service Representative

100 north Tryon St, Charlotte, NC 28202
Aug 2016 — Jul 2018

Customer Care Retention Division

Jacksonville, FL
2010 — 2012

Mortgage Loan Consultant / Customer Service

Jacksonville, FL
2008 — 2010

Field Copier and Network Technician

Jan 2006 — Jan 2007

General Manager

Mar 2004 — Dec 2015

Account Executive

Jacksonville, FL
2004 — 2008

Technical Instructor

Agoura Hills, CA
Dec 2000 — Oct 2005

Key Hourly Service Manager

6040 Dutchmans Ln, Louisville, KY 40205
Responsible for training, coaching, and motivating a team of thirty employees in a full-service environment. Managed the service staff consisting of waiters, waitresses, bussers, and barte...
Jun 2000 — Mar 2004

Loss Mitigation/Single Point of Contact Representative

2000 — 2012

Collector II

2000 — Jun 2007
Jacksonville, FL
2000 — 2004

Customer Service Representative II

Jacksonville, FL
1989 — 2000

Lectra Patternmker

New York City, NY

Collections

100 north Tryon St, Charlotte, NC 28202
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing,...

Education

2016 — 2016
1996 — 2002
1992 — 1996

Bachelor of Science in Business Administration

Jacksonville, FL

Associates of Arts

Miami, FL

Occupations

Financial Broker
Banker
Sales Specialist
Client Service Officer
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Customer Service
Accounting Bookkeeper
Bookkeeper

Skills

Customer Service
Sales
Management
Hospitality
Team Building
Inventory Management
Budgets
Strategic Planning
Leadership
Restaurants
Catering
Event Planning
Training
Operations Management
Team Leadership
Microsoft Office
Microsoft Excel
Marketing
Marketing Strategy
Microsoft Word
Sales Management
Powerpoint
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