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@post.harvard.edu
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Michael Lopez is listed as Vice President of Sage Stone Wealth Management at Sage Stone Wealth Management, a company with 4 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at post.harvard.edu and a matched LinkedIn profile for Michael Lopez.
Michael Lopez previously worked as Vice President, Head of Operations at Sage Stone Wealth Management and Financial Consultant at Charter Mason. Michael Lopez holds Bachelor'S Degree, Economics from Harvard University.
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AeroLeads found 1 current-domain work email signal for Michael Lopez. Compare company email patterns before reaching out.
Finance professional with experience in business operations, project finance management, construction finance, private client financial advising, and some controllership and tax accounting.
Listed skills include Financial Modeling, Mergers, Management Consulting, Financial Analysis, and 10 others.
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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.
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.
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.
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.
Activities and Societies: Intervarsity Christian Fellowship Post-Grad Bible Study, Financial Management Association of Australia.
Activities and Societies: Intervarsity Christian Fellowship, water polo, rowing for Kirkland House, Science Center Prep Room.
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Michael Lopez works for Sage Stone Wealth Management.
Michael Lopez is listed as Vice President of Sage Stone Wealth Management at Sage Stone Wealth Management.
AeroLeads has found 1 work email signal at @post.harvard.edu for Michael Lopez at Sage Stone Wealth Management.
Michael Lopez is based in San Diego County, California, United States while working with Sage Stone Wealth Management.
Michael Lopez has worked for Sage Stone Wealth Management, Charter Mason, Kaiser Permanente, Merrill Lynch, and Arthur Andersen.
You can use AeroLeads to view verified contact signals for Michael Lopez at Sage Stone Wealth Management, including work email, phone, and LinkedIn data when available.
Michael Lopez holds Bachelor'S Degree, Economics from Harvard University.
Michael Lopez is listed with skills including Financial Modeling, Mergers, Management Consulting, Financial Analysis, Budgets, Portfolio Management, Data Analysis, and Management.
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