Carlos Lopez
Gestor de Cartera-Acciones en Creative Planning LLC .
Perfil
Carlos J.
F.
Lopez is currently a Partner & Managing Director at Creative Planning LLC since 2014.
He completed his undergraduate degree from the University of Phoenix and his MBA from Westminster College (Utah).
Cargos activos de Carlos Lopez
| Empresas | Cargo | Inicio |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestor de Cartera-Acciones | 01/07/2014 |
Formación de Carlos Lopez.
| Westminster College (Utah) | Masters Business Admin |
| University of Phoenix | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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