Emma Lopez is a seasoned financial professional with extensive experience in financial advising and investment management. Currently serving as a Financial Strategist at the Society of Financial Service Professionals since July 2020, Emma previously held roles as a Financial Advisor at Virginia Asset Management and Edward Jones, where skills in understanding client goals and risk tolerance were emphasized. Earlier career experience includes a Presales Technical Consultant position at Stibo Systems, focusing on Master Data Management in Healthcare, and a Sales Engineer role at Covisint, where business and technical requirements were analyzed to provide solutions. Emma holds a Master's degree in Banking and Financial Support Services from California State University, Fullerton, and a Bachelor of Science in Marketing/Marketing Management from Wake Forest University.
Org chart
Sign up to view 0 direct reports
Get started