Kevin Lopez

Kevin Lopez Email and Phone Number

Associate | Innovation Economy - Technology @ J.P. Morgan @ J.P. Morgan
Kevin Lopez's Location
San Francisco Bay Area, United States, United States
Kevin Lopez's Contact Details

Kevin Lopez work email

Kevin Lopez personal email

n/a
About Kevin Lopez

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."

Kevin Lopez's Current Company Details
J.P. Morgan

J.P. Morgan

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Associate | Innovation Economy - Technology @ J.P. Morgan
Kevin Lopez Work Experience Details
  • J.P. Morgan
    Associate | Innovation Economy - Technology
    J.P. Morgan Jun 2023 - Present
    New York, Ny, Us
  • Twitter
    Sr. Financial Analyst, Fp&A
    Twitter Aug 2022 - Apr 2023
    San Francisco, Ca, Us
  • Twitter
    Financial Analyst Ii, Fp&A
    Twitter Jun 2020 - Aug 2022
    San Francisco, Ca, Us
  • Twitter
    Financial Analyst I
    Twitter Dec 2019 - Jun 2020
    San Francisco, Ca, Us
  • Stackla
    Revenue Strategy & Business Operations Analyst
    Stackla Nov 2018 - Oct 2019
    San 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.
  • City National Bank
    Credit Analyst | Technology And Venture Capital Banking
    City National Bank Aug 2017 - Nov 2018
    Los 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).
  • City National Bank
    Financial Analyst Intern | Entertainment Banking
    City National Bank Jun 2017 - Aug 2017
    Los 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.
  • Vamosventures
    Market Research Intern
    Vamosventures May 2016 - Jun 2016
    Los 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.
  • Centro Legal De La Raza
    Housing And Employment Law Intern
    Centro Legal De La Raza Aug 2015 - May 2016
    Oakland, Ca, Us
    Provided 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

Portfolio Management Microsoft Office Financial Modeling Risk Analysis Project Management Management Early Stage Companies Microsoft Excel Finance Strategic Planning Financial Analysis R Coding Equity Research

Kevin Lopez Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Business 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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