Bruce Lopez, CFA

Bruce Lopez, CFA

Followers of Bruce Lopez, CFA1000 followers
location of Bruce Lopez, CFAMetro Manila

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  • Timeline

  • About me

    Assistant Vice President, Chief of Staff - Office of the President

  • Education

    • De La Salle University

      2008 - 2012
      Bachelor of Science Management for Financial Institutions

      Gold Medal for Best Undergraduate Thesis

    • Asian Institute of Management

      2023 - 2025
      Master of Business Administration - MBA
  • Experience

    • First Metro Securities Brokerage Corporation

      Jun 2012 - Jul 2018

      Ranked #1 Best Sales Trader in Philippines in 2018 Asiamoney Brokers Poll - by Philippine respondents Ranked #6 Best Sales Trader in Philippines in 2018 Asiamoney Brokers Poll - by Australia, Europe, Hong Kong, India, Malaysia, North America, Philippines, Singapore, and Thailand respondents

      • Institutional Sales Trader

        Oct 2017 - Jul 2018
      • Equity Dealer - Institutional Sales

        Jun 2012 - Jul 2018
    • GT CAPITAL HOLDINGS, INC.

      Jul 2018 - now
      • Assistant Vice President, Chief of Staff - Office of the President

        Aug 2023 - now
      • Chief of Staff - Office of the President

        Oct 2022 - Jul 2023
      • Senior Manager - Strategic Planning and Investor Relations

        Jul 2022 - Oct 2022
      • Manager - Strategic Planning and Investor Relations

        Jul 2021 - Jul 2022
      • Senior Assistant Manager - Strategic Planning and Investor Relations

        Jul 2018 - Jul 2021
  • Licenses & Certifications

    • Investment Company Representative Certificate

      The Securities and Exchange Commission, Philippines
      Jul 2018
    • Certified ETF Market Maker Designated Specialist

      The Philippine Stock Exchange, Inc.
      Aug 2013
    • Certified Securities Representative

      The Securities and Exchange Commission, Philippines
      Sept 2012
    • CFA Charterholder

      CFA Institute
      Jun 2017