David Lopez-Monroy
Vice President, International Wealth Management Advisor
- Role
- International Wealth Management Advisor, Vice President at Merrill Lynch
- Location
- Tucson, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Lopez-Monroy
David joined Merrill Lynch Wealth Management after running a successful tax, consulting…
Experience
International Wealth Management Advisor, Vice President
Jun 2021 — Present
Skills
- Financial Statements
- Cpa
- Tax Returns
- Tax Research
- Business Valuation
- Partnership Taxation
- Financial Analysis
- Tax
- Corporate Tax
- Tax Accounting
- Tax Preparation
- Tax Advisory
- International Tax
- Estate Planning
- Gaap
- Management
- Accounting
- Irs
- Personal Tax Planning
- Member of Aicpa
- Quickbooks
- S Corporations
- Customer Service
- Us Gaap
- Income Tax
- Llc
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