Position:
Client Service Specialist at Council Rock Wealth Advisory Group at Ameriprise Financial, LLC
Location:
Macedon, New York, United States
Found email addresses for Luis Lopez:
Found phone for Luis Lopez:
May 2024 - Current
Sep 2021 - May 2024
Oct 2020 - May 2021
Feb 2017 - Sep 2017
Jun 2015 - Dec 2016
Their professional focus is Accurint, Cash Management, and Cold Calling across 3 core areas.
Luis holds Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities and Securities Industry Essentials (SIE) certifications.
Bachelor of Business Administration - BBA at SUNY Brockport
Associate's degree at Genesee Community College
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