Elijah Lopez
- Role
- Shareholder, Vice President at Manske Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Elijah Lopez
Manske Wealth Management offers investment advice and financial planning with a primary…
Experience
Shareholder, Vice President
Jun 2015 — Present
Main point of contact at Manske Wealth Management for covered calls and 10b5-1 plans + Leads the effort in assisting individuals with managing the risk associated with a large single stock position + Bloomberg Certified and Certified in Bloomberg Markets Concepts + Achieved the Chartered Retirement Planning Counselor designation from the College for Financial Planning + Holds a Certified Fund Specialist designation from the Institute of Business and Finance
Education
St. Mary's University
Bachelor of Arts (B.A.), Theology/Theological Studies
St. Mary's University
Bachelor's Degree, Corporate Finance and Risk Management
Skills
- Mutual Funds
- Marketing
- Research
- Financial Advisory
- Wealth Management
- Teamwork
- Trust Services
- Investments
- Public Speaking
- Finance
- Leadership
- Retirement Planning
- Microsoft Excel
- Time Management
- Financial Planning
- Management
- Customer Service
- Portfolio Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.