Kevin Lopez Email and Phone Number
Kevin Lopez work email
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Kevin Lopez personal email
Kevin Lopez is a Associate | Innovation Economy - Technology @ J.P. Morgan at J.P. Morgan. He possess expertise in portfolio management, microsoft office, financial modeling, risk analysis, project management and 8 more skills. Colleagues describe him as "Kevin is one of the smartest people I’ve ever had the pleasure to work with. He is an expert in his field who always provides timely and valuable assistance to all business partners. He is an effective communicator who asks the right questions and delivers the highest quality work product. He has been an excellent conduit to increase understanding and knowledge with regards to financial systems. I will always appreciate his positive attitude, willingness to collaborate, take on additional tasks, and take the time to answer my questions. Kevin is the best!" and "I had the opportunity to work with Kevin on the Technology Lending Team at CNB from the time he came on-board to my departure. Kevin is extremely detail-oriented and an incredibly hard worker. His work ethic is commendable and he always has a positive attitude. Kevin's critical thinking and analytical skills made him a stand-out talent during my time working with him."
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Associate | Innovation Economy - TechnologyJ.P. Morgan Jun 2023 - PresentNew York, Ny, Us -
Sr. Financial Analyst, Fp&ATwitter Aug 2022 - Apr 2023San Francisco, Ca, Us -
Financial Analyst Ii, Fp&ATwitter Jun 2020 - Aug 2022San Francisco, Ca, Us -
Financial Analyst ITwitter Dec 2019 - Jun 2020San Francisco, Ca, Us -
Revenue Strategy & Business Operations AnalystStackla Nov 2018 - Oct 2019San Francisco, Ca, Us• Co-managed all business-related data, drove strategic analytics and insights for the Sales, Marketing, Finance and Customer Success teams.• Formulated strategic reporting and crafted recommendations via 1) publishing monthly Management Discussion & Analysis Reports outlining and strategizing resolutions for core business obstacles and 2) presenting Quarterly Business Reviews for our Sales, Customer Success and Marketing teams, respectively.• Maintained and improved all core business reports and analytic infrastructures including Compensation Strategy, Performance Metrics and Analytics, Sales Pipeline and Forecast Analysis, Customer Retention Analysis, Strategic Territory Planning, etc.• Co-Administrator of all data software platforms and tools such as Salesforce (CRM), Sisense (Business Insights/Analytics tool), Hubspot (Marketing Tool), ChurnZero (Customer Retention Tool) and other Business enrichment tools; requiring coding knowledge (e.g. SQL and SOQL) and data base optimization. -
Credit Analyst | Technology And Venture Capital BankingCity National Bank Aug 2017 - Nov 2018Los Angeles, Ca, Us• Assisted the Director and Senior Credit Manager by providing credit support relating to ongoing financial due diligence and underwriting of clients and prospects across various technology industry verticals. • Tasked with analyzing and underwriting the credit risk of various clients by analyzing the client’s financial information and valuation of tech companies by creating merger and acquisition, capitalization, and risk review spreadsheet models; spreading financial statements; evaluate market research, collateral reviews, and market, industry and company projections.• Was responsible for all portfolio management duties including on-going financial risk monitoring of portfolio clients by analyzing cash flow and other key performance metrics.• Tasked with creating business performance metric models (e.g. reserve calculations, portfolio performance analysis, employment compensation metrics, and regulatory risk metrics). -
Financial Analyst Intern | Entertainment BankingCity National Bank Jun 2017 - Aug 2017Los Angeles, Ca, Us• Actively supported business development by identifying, researching and evaluating potential new businesses and untapped markets.• Provided support for the division’s credit and financial analysis teams by preparing key financial statements—e.g., conducted financial risk analysis by evaluating clients’ tax returns, assisted in preparing both the division-wide financial budget and month-end financial statements.• Tasked with supporting the Entertainment Division’s Salesforce roll-out—implementing best-practices, verifying financial information and coordinating client profiles and relationship plans on behalf of all Relationship Managers.• Responsible for maintaining sales pipelines, calling efforts, and events related to the Entertainment division’s leading initiatives—e.g., Sports, Latin Entertainment, Film Production, and Music Touring. -
Market Research InternVamosventures May 2016 - Jun 2016Los Angeles, Ca, Us•Analyzed tech market segments and developed SWOT analyses, recommendations and research presentations.•Conducted financial research on tech firms, tech market segments and prospective markets; created and analyzed in-depth spreadsheet models. -
Housing And Employment Law InternCentro Legal De La Raza Aug 2015 - May 2016Oakland, Ca, UsProvided free, bilingual, culturally sensitive legal aid, community education and legal services through bi-weekly employment and housing clinics for low-income residents in the Oakland area by providing one-on-one consultations.
Kevin Lopez Skills
Kevin Lopez Education Details
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University Of California, BerkeleyBusiness Administration & Legal Studies; Minor In Public Policy
Frequently Asked Questions about Kevin Lopez
What company does Kevin Lopez work for?
Kevin Lopez works for J.p. Morgan
What is Kevin Lopez's role at the current company?
Kevin Lopez's current role is Associate | Innovation Economy - Technology @ J.P. Morgan.
What is Kevin Lopez's email address?
Kevin Lopez's email address is ke****@****ter.com
What schools did Kevin Lopez attend?
Kevin Lopez attended University Of California, Berkeley.
What skills is Kevin Lopez known for?
Kevin Lopez has skills like Portfolio Management, Microsoft Office, Financial Modeling, Risk Analysis, Project Management, Management, Early Stage Companies, Microsoft Excel, Finance, Strategic Planning, Financial Analysis, R Coding.
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