Daniel Lopez

Finance Intern

Since 2018, Daniel Lopez has been working in Greenleaf Trust located 617, 617. Daniel is a proficient Finance Intern with over 42 years of work experience. According to Daniel's CV and work profile, Daniel has worked at more than 28 places with diverse backgrounds and gained various skills. Daniel attended school at the Paderborn University from 2016 to 2016. Daniel can be found in Bethlehem, Pennsylvania – where the professional currently lives. You can search for this expert's email address and phone number. We can also provide you additional contact information upon request.
Name variants:
Danial Lopez, Dan Lopez, Danny Lopez

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Contact Information

Last Update
Jul 14, 2022
Email
da**@wellsfargo.com, da**@wachovia.com, da**@buildingtradescu.com
Location
Bethlehem, PA
Company

Workplace

Greenleaf Trust
Finance Intern

Kalamazoo, MI

Industry

Financial Services, Trust Management

Work History

Finance Intern

211 south Rose St, Kalamazoo, MI 49007
Rotational Internship Program; Retirement Plan Division, Operations, Trust/Wealth Management & Research During my first rotation in Retirement Plan Division: Assist with Annual Mutual Fund D...
Jan 2018 — Dec 2018

Operations Supervisor

from Nov 2017

Marketing Intern

Portage, MI
May 2017 — Nov 2017

Co-Founder and President

801 south Grand Ave SUITE 400, Los Angeles, CA 90017
Oversee all chapter operations and implement strategic planning for WMU student chapter.
from May 2017

Customer Service Representative and Translator

19 Upper Ragsdale Dr SUITE 200, Monterey, CA 93940
Nov 2016 — Nov 2017

Lead Teller

420 Montgomery St, San Francisco, CA 94129
May 2016 — Nov 2016

Founder and President

600 Marion Ave, Kalamazoo, MI 49006
Jan 2016 — May 2018

Consumer Loan Officer

12080 73Rd Ave north, Maple Grove, MN 55369
from Jan 2016

Student Accounting Assistant

1903 west Michigan Ave, Kalamazoo, MI 49008
Bank statement reconciliation Accounts Receivable reconciliation Matching daily deposits and transactions. Research and analyze department funds at Western Michigan University
Aug 2015 — Jun 2017

Personal Banker

420 Montgomery St, San Francisco, CA 94129
Jul 2015 — May 2016

Branch Manager

Michigan
Ran a $44,000 exterior painting business in Saint Joseph, MI & South Haven, MI Sold $51,000 worth of work. Responsible for all marketing, advertising, sales, hiring/firing, training, pric...
Oct 2014 — Jul 2015

Teller

420 Montgomery St, San Francisco, CA 94129
Jul 2014 — Jul 2015

Branch Manager Senior

420 Montgomery St, San Francisco, CA 94129
from Jul 2013

Assistant Sales and Service Manager

220 Alhambra Cir, Coral Gables, FL 33134
Jan 2013 — Dec 2017

Assistant Manager

420 Montgomery St, San Francisco, CA 94129
Aug 2012 — Jul 2013

Commercial Loan Officer

Feb 2012 — Jan 2013

Office Manager

from Nov 2011

Senior Personal Banker

420 Montgomery St, San Francisco, CA 94129
Sep 2010 — Jan 2016

Personal Banker

420 Montgomery St, San Francisco, CA 94129
Dec 2009 — Aug 2012

Bank Teller

420 Montgomery St, San Francisco, CA 94129
Jun 2009 — Oct 2011

Bank Teller

420 Montgomery St, San Francisco, CA 94129
Aug 2008 — Nov 2009

Financial Specialist

420 Montgomery St, San Francisco, CA 94129
Sep 2007 — Jan 2012

Assistant Manager and Customer Service Representative

Jun 2007 — Jul 2014

Sales Associate

New York
from Nov 1, 2004

Financial Analyst

2003 — 2007

Associate Auditor

420 Montgomery St, San Francisco, CA 94129

Market Risk Officer

420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...

Occupations

Executive
Chief Executive Officer
Manager
Accountant
Controller
Finance and Accounting Specialist
Financial Analyst
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Coaching
Business Development
Management
Banking
Organizational Development
Budgets
Sales
Small Business
Customer Service
Team Building
Risk Management
Recruiting
Sales Management
Credit
Finance
Consumer Lending
Mortgage Lending
Relationship Management
Small Business Lending
Lines of Credit
Retail Banking
Loans
Loan Origination
Commercial Banking
Mortgage Banking
Financial Services
Microsoft Office
Microsoft Excel
Public Speaking
Event Planning
Microsoft Word
Social Media
Time Management
Leadership
Powerpoint
Marketing
Research
Cyber Security
Antivirus
Network Security
Channel Sales
Telecommunications
Account Management
Direct Sales
Financial Analysis
Team Leadership
Teamwork
Strategic Planning
Accounting
Communication
Training
Social Networking
Outlook
Negotiation
Account Reconciliation
Diversity and Inclusion
Critical Thinking
Networking
Microsoft Powerpoint
Entrepreneurship
Spanish
Leadership Development
Bilingual
Elite Customer Service
Written and Oral Communication
Ventas
Oratoria
Banca

FAQs about Daniel Lopez

What is the main profession of Daniel Lopez?

The expert is a Finance Intern.

What are the main profession of This expert?

These person's professions are Executive and Chief Executive Officer

Where is Daniel Lopez located?

The professional is located in Bethlehem, Pennsylvania.

What is Daniel Lopez's email?

Daniel's email is da**@wellsfargo.com and da**@wachovia.com.

How many companies did Daniel Lopez work at?

Daniel Lopez worked at 28 jobs.

What education does Daniel Lopez have?

Daniel studied at the Paderborn University from 2016 to 2016.

What languages does Daniel Lopez speak?

Daniel Lopez speaks.

What is the industry that Daniel Lopez worked in?

This person works in Financial Services industry.
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