Javier Lopez: Email & Phone Number

Sr. Manager, Wealth Advisor at Charles Schwab|New York, New York, United States

Position:

Sr. Manager, Wealth Advisor at Charles Schwab

Location:

New York, New York, United States

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Last updated: 2025-11-20

Updated: 2025-11-20

Found email addresses for Javier Lopez:

Business emails:

l**@aboutschwab.com

Found phone for Javier Lopez:

+1-***-***-3488

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Work Experience 18 years

Sr. Manager, Wealth Advisor at Charles Schwab

May 2025 - Current

VP Financial Consultant at Charles Schwab

Sep 2016 - May 2025

VP Branch Manager at Citi

Aug 2015 - Sep 2016

Stock Benefit Consultant / Financial Advisor at UBS

Sep 2014 - Aug 2015

AVP Branch Manager at PNC

Aug 2013 - Aug 2014

Private Client Relationship Manager at PNC

Apr 2011 - Aug 2013

Small Business Specialist at JPMorgan Chase

Sep 2009 - Sep 2010

Licensed Personal Banking Officer at JPMorgan Chase

Jul 2008 - Sep 2009

Education

College for Financial Planning

Bachelor of General Studies at University of Connecticut

Harrison High School

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