Cindy Lopez Email & Phone Number

My career is about successfully building financial wealth management products by partnering with key stakeholders, technology, and contributing back-office expertise that ensure enhancements are supported on portfolio management platforms. I often find myself digging into the weeds of the platform and ensuring process flows are working as expected or creating solutions that improve the platform to service clients better. I enjoy working with financial products, building net new offerings and servicing all types of clients, those looking to learn more of what investing means as well as those needing advice on how to invest. I love collaborating, dissecting and creating ideas for financial products and leading it to execution in Agile environments. I bring a hands-on, accountable attitude and enjoy leading discussions with business partners who engage with clients, as well as those who maintain the investing platform such as technology partners who gather feedback and ideas. I’m innovative and strategic and measure success by executing changes that make business partners life’s more efficient and providing clients with a sense of peace knowing their lifetime savings are monitored and invested that maximize their security.Licenses / Certifications: Series 7, 63, 66, 24

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  University Of North Texas

  Business Economics