Crystal Lopez
Lead Estate Advisory Specialist at Wells Fargo Private Bank | Dallas, Texas, United States
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Lead Estate Advisory Specialist at Wells Fargo Private Bank in May 2022 to Present
Fiduciary Officer at Bessemer Trust in June 2021 to May 2022
Vice President, Sr. Estate Advisory Specialist at Wells Fargo Private Bank in August 2018 to June 2021
Fiduciary Advisor at Wells Fargo Private Bank in November 2016 to August 2018
Trust Administrator at The LCMS in January 2015 to November 2016
Trust Administrator at Enterprise Bank & Trust in March 2013 to January 2015
Wealth Management Associate at Enterprise Bank & Trust in October 2012 to March 2013
Senior Client Associate at Commerce Bank in July 2011 to October 2012
Senior Financial Service Representative at Commerce Bank in January 2007 to January 2011
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Lindenwood University, Business Administration,, January 2012 to January 2013
St Charles Community College, Business Administration,, January 2005 to January 2007
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Banking
Wealth Management
Investments
Financial Analysis
Asset Allocation
Retirement Planning
Securities
Private Banking
Commercial Banking
Financial Services
Portfolio Management
Financial Planning
Lines Of Credit
Mutual Funds
Cash Management
Fixed Income
Insurance
Strategic Financial...
Finance
Non-profit...
Charitable Gift Planning
Charitable Trusts
Endowments
Donor Advised Funds
Charitable Gift...
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Discover more about Wells Fargo Private BankWhat is Crystal Lopez email address?
Email Crystal Lopez at [email protected]. This email is the most updated Crystal Lopez's email found in 2026.
How to contact Crystal Lopez?
To contact Crystal Lopez send an email to [email protected].
What company does Crystal Lopez work for?
Crystal Lopez works for Wells Fargo Private Bank
What is Crystal Lopez's role at Wells Fargo Private Bank?
Crystal Lopez is Lead Estate Advisory Specialist
What is Crystal Lopez's Phone Number?
Crystal Lopez's phone (214) ***-*239
What industry does Crystal Lopez work in?
Crystal Lopez works in the Financial Services industry.
Crystal Lopez Email Addresses
Crystal Lopez Phone Numbers
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