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Cordero Lopez

Cordero Lopez

Warehouse Team Member

Followers of Cordero Lopez1000 followers
location of Cordero LopezMission, Texas, United States

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  • Timeline

  • About me

    Advisory Associate at Trivium Asset Management Partners

  • Education

    • Sharyland High School

      2014 - 2018
      High School Diploma

      Activities and Societies: Student council (4 years, Student Body Vice President senior year), varsity golf team (4 years), National Honor Society (Vice President), Masterminds (televised quiz bowl-type competition for high schools across the Rio Grande Valley, 3 years, team captain senior year) Graduated top 8% of class, National Hispanic Recognition Program finalist (top 2.5% of Hispanic PSAT takers in the nation), AP Scholar, THSCA Academic All-state 1st Team.

    • University of Houston-Downtown

      2025 - 2025
      Bachelor's degree Finance

    • Rice University

      2018 - 2021
      Chemical and Biomolecular Engineering

      Activities and Societies: Rice Undergraduate Investment Fund, Rice Business Society, Hispanic Association for Cultural Enrichment at Rice (HACER), Rice University Young Democrats, Student Admissions Council at Rice Office of Admissions

  • Experience

    • Interstate Batteries

      May 2017 - Sept 2017
      Warehouse Team Member

      Fulfilled orders for distributor clients from across the Rio Grande Valley.Aided other team members and administration with logistics and product quality testing.

    • Rice University

      Jun 2018 - Aug 2018
      RESP Scholar

      Selected as a member of the Student Success Initiatives' Rice Emerging Scholars Program (RESP) cohort prior to matriculating freshman year.Goal of program is to prepare incoming STEM students for coursework & rigor of Rice University.Spent six weeks in summer 2018 taking General Chemistry I, Calculus II, Physics I, and Introduction to Engineering Design - not counting towards transcript.

    • Rice Undergraduate Investment Fund

      Feb 2020 - Mar 2020
      Analyst Training Program Participant

      Learned and discussed the basics of corporate finance as well as many related fields.Built introductory financial models based on discounted cash flow (DCF) methodology.Developed an investment pitch for a case study competition.Networked with senior members of the club with diverse career experiences.

    • Rice Undergraduate Investment Fund

      May 2020 - Aug 2021
      Senior Investment Analyst, Real Estate & Utilities

      Selected & pitched a publicly traded real estate investment trust (REIT) to real estate/utilities sector director & fellow analysts at start of each semester.Modeled selected securities using discounted cash flow (DCF) analysis to project future cash flows for the companies.Use qualitative analysis of the companies to develop final pitches.Pitch selected securities to Rice Management Company (manager of Rice University endowment, currently valued at $6.5bn) after thorough analysis.

    • Texas Regional Bank

      Jun 2020 - Jul 2020
      Wealth Management Intern

      Performed prospective client portfolio analysis and determined expense ratios based on TRB’s platform. Discussed and recommended products from both TRB's public and non-traded platforms.Regularly attended meetings with current and prospective clients discussing risk objectives as well as securities recommendations.

    • Interstate Battery System of the Rio Grande Valley

      Jul 2020 - Oct 2021
      Front Office Associate

      Coordinated and assigned orders from local and national accounts across the Rio Grande Valley.Managed and updated inventory in retail space and warehouse.Frequently communicated with Interstate Batteries corporate office.Assisted with customer sales and front counter transactions.

    • Texas Regional Bank

      May 2021 - Jan 2025

      Performed hundreds of detailed analyses of prospective clients’ portfolios, utilizing a broad array of analytical software such as Morningstar Direct, FactSet and Microsoft Excel. Created proprietary benchmarks to more optimally align with model portfolios.Assisted in rebalancing clients’ investment allocations across publicly traded & private markets throughout entire wealth management group.Created presentations & proposals for wealth management advisors across the state of Texas.Attended weekly meetings with international private banking team. Show less

      • Accounting Analyst

        Jan 2024 - Jan 2025

      • Wealth Management Analyst

        Aug 2021 - Jan 2024

      • Wealth Management Summer Analyst

        May 2021 - Aug 2021

    • Trivium Asset Management Partners

      Feb 2025 - now
      Advisory Associate

  • Licenses & Certifications

    • Series 65

      NASAA
      Sept 2023

    • Securities Industry Essentials (SIE)

      FINRA
      Jul 2022

  • Volunteer Experience

    • Hometown Ambassador

      Issued by Rice University on Nov 2018
      Rice UniversityAssociated with Cordero Lopez