Chief Sales Officer (Cso)
CurrentChief Sales Officer (CSO) for Concord Wealth Partners. Responsible for new business generation and training for all 7 locations and Advisors.
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@lopezwealth.com
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1 phone found area 276
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LinkedIn matched
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Justin Lopez, Aif® is listed as Chief Sales Officer (CSO) at Concord Wealth Partners, a with 10 employees, based in Abingdon, Virginia, United States. AeroLeads shows a work email signal at lopezwealth.com, phone signal with area code 276, and a matched LinkedIn profile for Justin Lopez, Aif®.
Justin Lopez, Aif® previously worked as Partner/Wealth Advisor at Concord Wealth Partners and Intern at Concord Wealth Partners. Justin Lopez, Aif® holds Finance, Senior from Virginia Polytechnic Institute And State University.
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AeroLeads found 1 current-domain work email signal for Justin Lopez, Aif®. Compare company email patterns before reaching out.
I joined Concord Wealth Partners in May of 2015 after receiving my Bachelor’s Degree in Finance from Pamplin College of Business at Virginia Tech. Shortly after joining Concord Wealth, I obtained my FINRA Series 65 license. I am passionate about Concord Wealth’s mission “to become our clients most valuable resource." I greatly enjoy the profession of wealth planning and helping individuals achieve financial independence.
Listed skills include Series 65, Alternative Investments, Mutual Funds, Retirement Planning, and 13 others.
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Chief Sales Officer (CSO) for Concord Wealth Partners. Responsible for new business generation and training for all 7 locations and Advisors.
Abingdon, Virginia
General office and administrative bookkeeping, Organization and editing of employee handbook, scheduling and direct client relationship management.
Other employees you can reach at lopezwealth.com. View company contacts for 10 employees →
Gail Maidenbaum
Colleague at Concord Wealth PartnersRockville, Maryland, United States
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Marchel Lea
Colleague at Concord Wealth PartnersUnited States
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Sheila Lopez
Colleague at Concord Wealth PartnersAbingdon, Virginia, United States
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Joseph Waitkevich
Colleague at Concord Wealth PartnersGreater Boston, United States
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Daisia Pratt
Colleague at Concord Wealth PartnersOdenton, Maryland, United States
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Edward Zywien
Colleague at Concord Wealth PartnersShrewsbury, Massachusetts, United States
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Nicholas Tortora
Colleague at Concord Wealth PartnersSalem, Virginia, United States
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Marissa Poissant, Cfp®
Colleague at Concord Wealth PartnersGreater Minneapolis-St. Paul Area, United States
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Rebecca Blevins, Cfp®, Cpwa®, Msfs
Colleague at Concord Wealth PartnersWashington Dc-Baltimore Area, United States
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Activities and Societies: Virginia Tech Clay Target Team.
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Justin Lopez, Aif® works for Concord Wealth Partners.
Justin Lopez, Aif® is listed as Chief Sales Officer (CSO) at Concord Wealth Partners.
AeroLeads has found 1 work email signal at @lopezwealth.com for Justin Lopez, Aif® at Concord Wealth Partners.
AeroLeads has found 1 phone signal(s) with area code 276 for Justin Lopez, Aif® at Concord Wealth Partners.
Justin Lopez, Aif® is based in Abingdon, Virginia, United States while working with Concord Wealth Partners.
Justin Lopez, Aif® has worked for Concord Wealth Partners.
Justin Lopez, Aif®'s colleagues at Concord Wealth Partners include Gail Maidenbaum, Marchel Lea, Sheila Lopez, Joseph Waitkevich, and Daisia Pratt.
You can use AeroLeads to view verified contact signals for Justin Lopez, Aif® at Concord Wealth Partners, including work email, phone, and LinkedIn data when available.
Justin Lopez, Aif® holds Finance, Senior from Virginia Polytechnic Institute And State University.
Justin Lopez, Aif® is listed with skills including Series 65, Alternative Investments, Mutual Funds, Retirement Planning, Competitive Mindset, Problem Solving, Typing, and Team Leadership.
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