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Bryan Lopez
Bryan Lopez
Accounting Associate (WMS Partners) | HB Wealth
Maryland, Columbia, United States
Bryan Lopez
Summary
Bryan Lopez is a seasoned finance professional with extensive experience in leadership roles within the financial services industry. He currently serves as the Vice President of Finance and a Shareholder at WMS Partners, which recently transitioned to HB Family Office. With a strong background in market research, finance, and accounting, Bryan has held various positions, including Chief Financial Officer and Director of Public Market Research. His academic credentials include a B.A. in International Studies and a B.S. in Finance and Accounting from the prestigious University of Pennsylvania and Wharton School. Bryan is fluent in Spanish, adding a valuable dimension to his professional profile. His commitment to financial excellence is evident through his progressive career trajectory and his ability to navigate complex financial landscapes.
Bryan Lopez
Work Experience
VP, Finance at
HB Wealth
January 2025 - Present
Bryan Lopez
Education
Wharton School, B.S., Finance and Accounting
January 2000 - January 2004
University of Pennsylvania, B.A., International Studies
January 2000 - January 2004
Frequently Asked Questions about Bryan Lopez
What is Bryan Lopez email address?
Bryan Lopez's primary email address is **********@wms-partners.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Bryan Lopez work for?
Bryan Lopez is a Accounting Associate (WMS Partners) at HB Wealth.
Where Bryan Lopez graduated from?
Bryan Lopez holds a degree in null from Wharton School.
How can I directly contact Bryan Lopez?
To contact Bryan Lopez directly, you can use the email address **********@wms-partners.com. Complete contact information is available upon registration with Muraena.
Who is Bryan Lopez?
Bryan Lopez is a seasoned finance professional with extensive experience in leadership roles within the financial services industry. He currently serves as the Vice President of Finance and a Shareholder at WMS Partners, which recently transitioned to HB Family Office. With a strong background in market research, finance, and accounting, Bryan has held various positions, including Chief Financial Officer and Director of Public Market Research. His academic credentials include a B.A. in International Studies and a B.S. in Finance and Accounting from the prestigious University of Pennsylvania and Wharton School. Bryan is fluent in Spanish, adding a valuable dimension to his professional profile. His commitment to financial excellence is evident through his progressive career trajectory and his ability to navigate complex financial landscapes.
Bryan`s contact details
**********@wms-partners.com
Colleagues
Vice President & Principal
VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst
Board Member
Tutor
Partner, Family Wealth Strategist
Analyst
Management Associate, SunTrust Commercial Banking Training Program
Marketing Analyst
Chief Planning Officer
Audit Executive