Eddie Lopez

Client Service Associate at BakerAvenue Wealth Management

Prior to BakerAvenue, Eddie worked in Human Resources for 3 years. He developed a passion for client-facing roles, while helping people navigate their career trajectory. At BakerAvenue, he plays a fundamental role in supporting the San Francisco Wealth Advisory team and looks forward to helping people navigate their finances.

Eddie discovered his enjoyment of learning about financial instruments and investment vehicles while he studied economics at San Diego State University.

Timeline

  • Client Service Associate

    Current role

  • Client Service Operations Associate