Cordero Lopez Email & Phone Number

Mission, Tx, Us

Mcallen, Texas, United States

Perform detailed analyses of prospective clients’ portfolios, utilizing a broad array of analytical software such as Morningstar Direct, FactSet and Microsoft Excel. Assist in rebalancing current clients’ investment allocations across publicly traded & private markets throughout entire wealth management group (AUM ~$800MM).Create presentations & proposals for wealth management advisors.Attend weekly meetings with international private banking team (AUM ~$100MM).

Mcallen, Texas, United States

Mcallen, Texas, United States

Coordinated and assigned orders from local and national accounts across the Rio Grande Valley.Managed and updated inventory in retail space and warehouse.Frequently communicated with Interstate Batteries corporate office.Assisted with customer sales and front counter transactions.

Houston, Texas, United States

Select & pitch a publicly traded real-estate backed security (usually a REIT) or a utility company to real estate/utilities sector director & fellow analysts at start of every semester.Model selected security using DCF analysis to project future cash flows for the security.Use qualitative analysis of the security to develop final pitch.Pitch selected security to Rice Management Company (manager of Rice University endowment, currently valued at $6.5bn) after thorough analysis.

Mcallen, Texas, United States

Performed prospective client portfolio analysis and determined expense ratios based on TRB’s platform. Discussed and recommended products from both TRB's public and non-traded platforms.Regularly attended meetings with current and prospective clients discussing risk objectives as well as securities recommendations.

Learned and discussed the basics of corporate finance as well as many related fields.Built introductory financial models based on discounted cash flow (DCF) methodology.Developed an investment pitch for a case study competition.Networked with senior members of the club with diverse career experiences.

Houston, Texas Area

Selected as member of Office of Undergraduate Research and Inquiry's Sustaining Excellence in Research (SER) Scholar Program.Goal of program is to assist freshmen at Rice with finding laboratories to work in on campus or abroad, as well as fund their work if lab director cannot compensate them.Met with advisors and cohort weekly throughout spring semester of 2019 to discuss progress in laboratory search.

Houston, Texas Area

Selected as a member of the Student Success Initiatives' Rice Emerging Scholars Program (RESP) cohort prior to matriculating freshman year.Goal of program is to prepare incoming STEM students for coursework & rigor of Rice University.Spent six weeks in summer 2018 taking General Chemistry I, Calculus II, Physics I, and Introduction to Engineering Design - not counting towards transcript.

Mcallen, Texas

Fulfilled orders for distributor clients from across the Rio Grande Valley.Aided other team members and administration with logistics and product quality testing.

Bachelor'S Degree, Managerial Studies, Political Science

Activities and Societies: Rice Undergraduate Investment Fund, Rice Business Society, Hispanic Association for Cultural Enrichment at Rice.

High School Diploma

Activities and Societies: Student council (4 years, Student Body Vice President senior year), varsity golf team (4 years), National Honor.