Angel Lopez

Angel Lopez

Private Client Banker

location of Angel LopezNew York, New York, United States

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  • Timeline

  • About me

    Financial Planning Analyst at Citi Wealth At Work

  • Education

    • Colin Powell School for Civic and Global Leadership

      -
      Bachelor of Arts - BA Economics
  • Experience

    • JPMorganChase

      Aug 2014 - Oct 2017
      Private Client Banker
    • TIAA

      Aug 2018 - Jun 2022

      My team and I work with clients to build financial plans aligned with their needs, wants, and wishes. Wherever you are in life, and whatever your goals, we can help with a range of services, from do-it-yourself online investing to full-service financial advice. No matter where you are in your financial journey we provide flexible access to personalized advice when, where and how you want it.

      • Advisory Consultant

        Aug 2018 - Jun 2022
      • Wealth Management Client Relationship Consultant

        Aug 2018 - Feb 2021
    • Citi

      Jul 2022 - now
      Financial Planning Analyst

      Deep understanding of core financial planning concepts, investment strategies and core financial pillars - cash flow, insurance, taxes, estate planning, and asset allocation. I pride myself in taking a proactive approach to identifying and solving client's financial challenges and I leverage creativity and resourcefulness in developing personalized plans that meet individual needs and timelines. Last but that least, I strive in helping individuals create a system which provides them with resiliency, peace of mind and financial freedom no matter what curveballs life throws! Show less

  • Licenses & Certifications

    • Series 6, 7, 63, 66

      FINRA