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Jerry Lopez

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Jerry Lopez

Compliance Specialist | Manulife John Hancock Retirement

Texas, Austin, United States

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Jerry Lopez

Summary

Jerry Lopez is a seasoned professional with over two decades of experience in the retirement planning and financial services industry. As the Senior Vice President at John Hancock, he leads initiatives in business development and client advisory support, specializing in various retirement plans including 401(k) and ERISA. Jerry's expertise spans compliance, sales, and investment analysis, making him a key player in driving strategic growth. He has a solid educational background with a Bachelor's degree in Political Science from St. Edward's University, complemented by multiple securities registrations. His previous roles include Director of Sales at Principal Financial Group and Sales Consultant at Charles Schwab, showcasing his ability to navigate both corporate and client-facing environments. Jerry is passionate about leveraging his knowledge to educate clients and enhance their retirement strategies. He is known for his analytical skills and commitment to fiduciary responsibility, ensuring clients receive the best possible guidance in their financial decisions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jerry Lopez

Work Experience

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Regional Vice President at

Manulife John Hancock Retirement

December 2015 - Present

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Jerry Lopez

Education

St.Edward's University, BA, Political Science

January 1995 - January 1999

Frequently Asked Questions about Jerry Lopez

What is Jerry Lopez email address?

Jerry Lopez's primary email address is ***********@jhancock.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jerry Lopez work for?

Jerry Lopez is a Compliance Specialist at Manulife John Hancock Retirement.

Where Jerry Lopez graduated from?

Jerry Lopez holds a degree in null from St.Edward's University.

How can I directly contact Jerry Lopez?

To contact Jerry Lopez directly, you can use the email address ***********@jhancock.com. Complete contact information is available upon registration with Muraena.

Who is Jerry Lopez?

Jerry Lopez is a seasoned professional with over two decades of experience in the retirement planning and financial services industry. As the Senior Vice President at John Hancock, he leads initiatives in business development and client advisory support, specializing in various retirement plans including 401(k) and ERISA. Jerry's expertise spans compliance, sales, and investment analysis, making him a key player in driving strategic growth. He has a solid educational background with a Bachelor's degree in Political Science from St. Edward's University, complemented by multiple securities registrations. His previous roles include Director of Sales at Principal Financial Group and Sales Consultant at Charles Schwab, showcasing his ability to navigate both corporate and client-facing environments. Jerry is passionate about leveraging his knowledge to educate clients and enhance their retirement strategies. He is known for his analytical skills and commitment to fiduciary responsibility, ensuring clients receive the best possible guidance in their financial decisions.

Jerry`s contact details

mail

***********@jhancock.com

**********@austin.rr.com

******@hancock.com

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