Michael Lopez Email & Phone Number

La Jolla, Ca

Sage Stone Wealth Management is an investment advisory firm specializing in ethical investing with excellence through engagement, where our clients' portfolios are constructed in order to meet their financial investment objectives in a manner that is informed by their ethics. This is achieved by avoiding companies that participate in businesses or business practices to which our clients are morally opposed, while also seeking companies that pursue positive purposes for the customers and communities they serve.

Melbourne, Australia

Financial consultant with Charter Mason, a management consulting firm in Melbourne, Australia. Consulting Engagements include:- Australia and New Zealand Bank: Data analysis for Anti-Money Laundering and Counter Terrorist Financing compliance with AUSTRAC regulations involving significant cash transactions.- National Australia Bank: Engaged with the Business Banking marketing division to analyze customer data from two acquired companies for cross-selling services to existing customers, involving extensive MSExcel and MSAccess data management and analysis, and linking between applications.- Spotless: Developed financial model for comprehensive cost/benefit/opportunity analysis surrounding the acquisition and implementation of a new Enterprise Resource Planning system.- Fonterra: Designed a stand-alone production line analysis tool using MSExcel, requiring extensive Visual Basic programming to create a user interface as well as track key statistical measures and record data in an easy to use format.- Private Equity Services Practice: Conducted corporate valuations for targets of a private equity transaction, involving a proposed $300 million utility and home automation venture.- Simplot: Process mapping and MSPowerPoint data charting for supply chain enterprise system acquisition.

Finance Team manager for the Capital Projects Group of the San Fernando Valley, Kern County, and Los Angeles service areas of the largest healthcare provider in the United States. Managed reviewing and maintaining financials for $10+ million annual facilities renovation budget as well as several multi-million dollar construction projects. Responsible for regular reporting of spending projections and project status, and coordinating the service areas’ 10-year capital plans. Restructured local project accounting and reporting practices. Experience managing a staff of nine financial support employees. Leader of the Southern California Senior Financial Analyst peer group, 2004-05.

Financial Advisor with the Private Client group in the Oakland, CA office. Achieved the Certified Financial Manager designation.

Practice management controllership group accountant for the Pacific Region, coordinating the monthly close cycle and reporting activities, as well as leading the tax group in charge of internal property and business tax returns for all offices in the Pacific Region. Leadership Council representative for two years.

Bachelor'S Degree, Economics

Masters Of Applied Finance, Finance

Activities and Societies: Intervarsity Christian Fellowship Post-Grad Bible Study, Financial Management Association of Australia.

Bachelor Of Arts, Economics

Activities and Societies: Intervarsity Christian Fellowship, water polo, rowing for Kirkland House, Science Center Prep Room.