Directory

>

Joanna Lopez

avatar

Joanna Lopez

Vice President | Summit Trail Advisors

United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Joanna Lopez

Work Experience

company logo

Vice President at

Summit Trail Advisors

October 2015 - Present

company logo

sales assistant at

Commerzbank AG

January 2001 - January 2004

Logos provided by Logo.dev

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

mail

************@summittrail.com

************@barclayswealth.com

Colleagues

avatar
Evan Most

Vice President, Head of Client Reporting & Analysis

avatar
Haim

Vice President

avatar
Michael Sparico

Vice President | Family Office

avatar
Christopher Hopkins Caia

Vice President, Investments

avatar
Brady Barnes

Vice President

avatar
Jon Rothschild

VP Family Office

avatar
Jack Petersen

Co-Founder, Managing Partner

avatar
Cfp Brian Taupier

Vice President

avatar
Catherine Cowie

Vice President, Relationship Manager

avatar
Christina Sierra Jd Ll

Vice President, Fiduciary Counsel

View Contact details (it's free)
Request Profile Removal