Eric Lopez
Financial Services Professional | Helping Families & Business Owners to Protect Assets, Grow Wealth, & Build Legacies
- Role
- Agent at New York Life
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Eric Lopez
As a Financial Services Professional, I help families and business owners navigate the…
Experience
Agent
Jul 2023 — Present · Miami-Fort Lauderdale, FL, US
Financial Professional helping families and business owners with tailored solutions focused on asset protection, wealth accumulation, and legacy planning.Licensed to sell insurance through New York Life Insurance Company. CA Insurance License #44•••38.
Education
Dickinson College
Bachelor's Degree, Policy Studies - Policy Management
2008 — 2012
Skills
- Marketing
- Leadership
- Marketing Communications
- Management
- Event Planning
- Fundraising
- Microsoft Office
- Sales
- Banking
- Training
- Market Research
- Crm Databases
- Social Media
- Corporate Events
- Microsoft Word
- Customer Service
- Research
- Microsoft Excel
- Powerpoint
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