Yuly Lopez

Yuly Lopez

Assistant Marketing Manager
Miami, Florida, United States

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Work Experience

Coral Gables Trust

Assistant Vice President, Assistant Marketing Manager

2017-01-01 - Present

Skills

foundations & philanthropic advisory services trust & estate management estate planning investment advisor custodial services corporate trustee & cotrustee charitable trusts special needs trust services personalized financial advice trust administration revocable & irrevocable trusts testamentary trusts retirement planning institutional trusts directed trusts with financial advisor investment & trust services agent for trustee life insurance trusts administration estate trust services investment management retirement wealth management financial planning investment methodology

Languages

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