Max Lopez Email & Phone Number

New York, NY, US

Melville, NY

Agent licensed to sell insurance through New York Life Insurance Company.

Melville, NY

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Greater New York City Area

• Responsible for all financial reporting for Global Trade Product Group across all regions.
• Hosted meetings throughout month with all regional finance teams, staying ahead of potential risks and opportunities impacting financial results and forecasts.
• Improved accuracy of forecasts by managing year-end global revenue and expense budget process.
• Created revenue and expense model which facilitated budget reviews with Trade Business Heads, focusing on revenue growth, expense reduction, headcount, and asset growth (GAAP and RAP Assets).
• Helped reduce costs 25 – 30% between direct expenses and allocations for Trade businesses globally by working as member of Trade Expense Review Committee.
• Conducted detailed monthly and quarterly customer revenue reviews, determining areas of attrition.

Greater New York City Area

• Accountable for all Risk Based Capital Reporting requirements for Broker dealer and Bank.
• Prepared monthly, quarterly, and yearly analysis of RAP assets for all business units.
• Improved understanding by conducting educational meetings with Business Unit Managers on RAP reporting requirements.
• Helped reduce RAP charges $2.0B globally by spearheading global review of asset reporting process, ensuring calculations were being done in accordance with Federal Reserve Guidelines.
• Ensured revenues, expenses, and assets were being reported in appropriate countries, helping reduce turnaround time 2 full work days by automating cross-border process. Held weekly meetings with Information Technology.