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Matt Lopes

Matt Lopes

Model/Sales Associate

Followers of Matt Lopes330 followers
location of Matt LopesSan Antonio, Texas Metropolitan Area

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  • Timeline

  • About me

    Financial Planning and Analysis Director at LiftFund. Leverages data to generate insightful projections & accurate reporting. Leads with integreity & clarity.

  • Education

    • Western Connecticut State University

      2013 - 2017
      Bachelor of Business Administration (BBA) Finance and Financial Management Services

  • Experience

    • Hollister Co.

      Nov 2012 - Apr 2014
      Model/Sales Associate

    • Verizon Wireless

      Apr 2014 - Dec 2016
      Sales Representative

      Strong sales expertiseExcellent communication skills with customers and peersTeamworkMeeting quotasResponsibility with stores and there inventoriesMust be up to date with the frequent change in technology, promotions and releases

    • Union Savings Bank - CT

      Apr 2016 - Aug 2016
      Customer Service

    • Transgate Solutions

      Dec 2016 - Sept 2018
      Business Development Manager

    • Halitron Inc

      Oct 2018 - Feb 2019
      Financial Analyst

    • Alliance Bernstein Investment

      Mar 2019 - Nov 2020
      Security Reference Manager

    • AllianceBernstein

      Mar 2019 - Nov 2020
      Security Reference Manager

    • LiftFund

      Nov 2020 - now
      Director of Financial Planning and Analysis

  • Licenses & Certifications

    • OSHA 10

    • Securities Industry Exam

      FINRA
      Dec 2019

    • Bloomberg

      Bloomberg LP
      Mar 2019

  • Honors & Awards

    • Awarded to Matt Lopes
      Dean's List Dean David Martin, Western Connecticut State University