Elmer Lopez

Elmer Lopez Email and Phone Number

Assistant Portfolio Manager at Westwood Holdings Group @ Westwood Holdings Group, Inc.
dallas, texas, united states
Elmer Lopez's Location
Houston, Texas, United States, United States
Elmer Lopez's Contact Details

Elmer Lopez work email

Elmer Lopez personal email

n/a
About Elmer Lopez

CFA Level III CandidateI am an Assistant Portfolio Manager on the MIS Team at Westwood Holdings Group. Responsible for creating outcome-oriented, adaptable and transparent investment solutionsPrior I was a Portfolio Analyst for Westwood Wealth and joined Westwood in 2020 as a Portfolio Management Assistant and was responsible for the building of trade blocks and maintenance of models. Before joining Westwood, I was a Cash Management Co-op with Fiduciary Trust Company, specializing in check payments. I am a graduate from Northeastern University with a Bachelor's of Science is Economics. I have past internship experience in insurance, trust administration and cash management.

Elmer Lopez's Current Company Details
Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

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Assistant Portfolio Manager at Westwood Holdings Group
dallas, texas, united states
Website:
westwoodgroup.com
Employees:
148
Elmer Lopez Work Experience Details
  • Westwood Holdings Group, Inc.
    Assistant Portfolio Manager
    Westwood Holdings Group, Inc. Sep 2024 - Present
    Chicago, Illinois, United States
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  • Westwood Holdings Group, Inc.
    Portfolio Analyst
    Westwood Holdings Group, Inc. Feb 2022 - Sep 2024
    Houston, Texas, United States
    View
  • Westwood Holdings Group, Inc.
    Portfolio Management Assistant
    Westwood Holdings Group, Inc. Aug 2020 - Feb 2022
    United States
    View
  • Fiduciary Trust Company
    Cash Management Co-Op
    Fiduciary Trust Company Jan 2019 - Jun 2019
    Boston, Massachusetts, United States
    • Processed check payments, receipts and transfers in client accounts using Global Plus OS• Administered cash accounts, including both foreign and domestic disbursements• Analyzed and monitored all incoming wires, ACH and checks to department • Prepared recurring payment events• Informed account administrators of any discrepancies and communicated a course of resolve• Extracted data reports on a weekly basis for senior management • Organized and distributed time sensitive outgoing check payments daily• Exceeded past co-op role and pioneered new position responsibilities
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  • Northeastern University
    Disability Note-Taker
    Northeastern University Sep 2018 - Dec 2018
    Boston, Massachusetts, United States
    • Organized and uploaded comprehensive lecture notes within 48 hours, in order to accommodate notes in mutually agreed format to students• Created detailed diagrams and models in order to facilitate learning and provide clear and comprehensive information• Required fast and accurate typing, legible handwriting, accurate spelling and the ability to extract all relevant information quickly from lecture material.
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  • First Financial Group Of America
    Cobra/Flex Insurance Intern
    First Financial Group Of America May 2018 - Aug 2018
    Houston, Texas, United States
    • Implemented 6-month Selerix project in order to automate data entry process• Generated daily error reports on newly developed programs for the EDI department• Verified insurance plan rates and tiers to verify up to date pricing and coverage level types • Oversaw training session to cross-train COBRA and Flex departments in automated imports• Organized templates and instruction manuals for non-trained staff to follow
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  • Northeastern University
    Senior Mail Service Associate
    Northeastern University Sep 2016 - May 2018
    Boston, Massachusetts, United States
    • Supervised and trained incoming employees with distribution Intra Software• Verified incoming shipments from couriers to ensure arrival to correct destination• Processed and labeled mail for consolidation in storage facility • Facilitated related issues and concerns for student and faculty
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Elmer Lopez Education Details

Frequently Asked Questions about Elmer Lopez

What company does Elmer Lopez work for?

Elmer Lopez works for Westwood Holdings Group, Inc.

What is Elmer Lopez's role at the current company?

Elmer Lopez's current role is Assistant Portfolio Manager at Westwood Holdings Group.

What is Elmer Lopez's email address?

Elmer Lopez's email address is el****@****oup.com

What schools did Elmer Lopez attend?

Elmer Lopez attended Northeastern University, Bellaire High School.

Who are Elmer Lopez's colleagues?

Elmer Lopez's colleagues are David Friedman, Randy Flowers, Amanda Watson, Petra Heagy, Sphr, Bill Hunter, Cima®, Israel Cruz, Cfp®, Ms, Muhammedbilal Bilal.

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