Noemi Lopez Email and Phone Number
Noemi Lopez work email
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Noemi Lopez personal email
I bring over 20 years of client service and support experience. In my role as Client Service Manager, I serve as a first point of contact for new and existing relationships. I pride myself in providing an individualized client experience, while working closely with families to accomplish their personal financial goals. With roots dating back to 1963, Fairport Wealth is a team of advisors that INSPIRES FAMILIES by providing comprehensive wealth management solutions. Our team of credentialed professionals have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our professional, yet approachable style. More information at www.FairportWealth.com. Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.
Fairport Wealth
View- Website:
- fairportwealth.com
- Employees:
- 35
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Client Service ManagerFairport Wealth Oct 2018 - PresentCleveland/Akron, Ohio AreaFairport WealthWith roots dating back to 1963, Fairport Wealth is a team of advisors that INSPIRES FAMILIES by providing comprehensive wealth management solutions.
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Client Service ManagerLuma Wealth Advisors Oct 2018 - Dec 2023Cleveland, OhioLuma WealthLuma Wealth Advisors is a division of Fairport Wealth that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect and celebrate with other women. -
Portfolio Management Associate IiKey Private Bank May 2006 - Oct 2018Westlake, OhioProvide support to Portfolio Managers in the preparation of client deliverables. Design presentations in an organized and timely manner for client meetings. Deliver superior client service, often handling highly confidential information. • Perform complex administrative duties associated with asset management transactions. • Assist Portfolio Managers with planning client meetings and record account activity. • Obtain and compile information from internal/external resources to assist with correspondence, reports, technical documents, and special projects. • Preparations of Power Point presentations using appropriate charts to show portfolio growth and allocations. -
Client AssociateMerrill Lynch Jun 1998 - Sep 2005Cleveland, OhioProvide high quality and exceptional service to clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products.Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies, procedures and regulations.Use deep knowledge of the relationship and available tools / reports to meet client expectations and needs.Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, etc.)Research, follow-up and resolve client inquiries and issues through effective interaction with clients, financial advisors, product partners, branch/operations teams and other staff in a timely and professional manner.• Provide telephonic coverage for a group of advisors to identify client needs and service routine client requests. • Expedite information for the processing of new accounts and maintenance of existing ones. • Resolve client requests and document interactions as needed, referring complex inquiries to the appropriate person or account service area.• Provide regular support for ad-hoc office initiatives. -
Personal AssistantLord Family, Pepper Pike, Ohio Apr 1996 - Jun 1998Pepper Pike, OhioPersonal Assistant and Au Pair
Noemi Lopez Skills
Frequently Asked Questions about Noemi Lopez
What company does Noemi Lopez work for?
Noemi Lopez works for Fairport Wealth
What is Noemi Lopez's role at the current company?
Noemi Lopez's current role is Client Service Manager at Fairport Wealth.
What is Noemi Lopez's email address?
Noemi Lopez's email address is no****@****lth.com
What skills is Noemi Lopez known for?
Noemi Lopez has skills like Portfolio Management, Banking, Customer Service, Asset Management, Management, Credit, Project Planning, Powerpoint, Credit Analysis, Financial Analysis, Risk Management, Finance.
Who are Noemi Lopez's colleagues?
Noemi Lopez's colleagues are Annika Traner, Chris Isabella, Cpa/pfs, Cgma, Tom Seifert, Shaunice Chism, Adele Goetz, Mike Drennen, Michael Leonetti.
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