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Joanna Lopez
Joanna Lopez
Vice President | Summit Trail Advisors
United States
Joanna Lopez
Summary
Joanna Lopez is a seasoned finance professional currently serving as Vice President at Summit Trail Advisors, where she leverages her expertise in alternative investments and portfolio management. With a background in the national commercial banking sector, Joanna has honed her skills in securities and investment strategies over a career that spans more than two decades. Her previous experience includes a role as a sales assistant at Commerzbank, where she developed a strong foundation in financial services. Joanna is known for her strategic thinking and ability to navigate complex financial landscapes, making her a valuable asset in any financial institution. She is passionate about driving innovation in investment practices and is committed to fostering sustainable financial solutions. Outside of her professional endeavors, Joanna enjoys exploring new investment trends and sharing insights with her peers. Her leadership style emphasizes collaboration and mentorship, inspiring those around her to excel in their careers.
Joanna Lopez
Work Experience
Vice President at
Summit Trail Advisors
October 2015 - Present
sales assistant at
Commerzbank AG
January 2001 - January 2004
Frequently Asked Questions about Joanna Lopez
What is Joanna Lopez email address?
Joanna Lopez's primary email address is ************@summittrail.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Joanna Lopez work for?
Joanna Lopez is a Vice President at Summit Trail Advisors, a company specializing in Monetary Authorities-Central Bank.
How can I directly contact Joanna Lopez?
To contact Joanna Lopez directly, you can use the email address ************@summittrail.com. Complete contact information is available upon registration with Muraena.
Who is Joanna Lopez?
Joanna Lopez is a seasoned finance professional currently serving as Vice President at Summit Trail Advisors, where she leverages her expertise in alternative investments and portfolio management. With a background in the national commercial banking sector, Joanna has honed her skills in securities and investment strategies over a career that spans more than two decades. Her previous experience includes a role as a sales assistant at Commerzbank, where she developed a strong foundation in financial services. Joanna is known for her strategic thinking and ability to navigate complex financial landscapes, making her a valuable asset in any financial institution. She is passionate about driving innovation in investment practices and is committed to fostering sustainable financial solutions. Outside of her professional endeavors, Joanna enjoys exploring new investment trends and sharing insights with her peers. Her leadership style emphasizes collaboration and mentorship, inspiring those around her to excel in their careers.
Joanna`s contact details
************@summittrail.com
************@barclayswealth.com
Colleagues
Vice President, Head of Client Reporting & Analysis
Vice President
Vice President | Family Office
Vice President, Investments
Vice President
VP Family Office
Co-Founder, Managing Partner
Vice President
Vice President, Relationship Manager
Vice President, Fiduciary Counsel