PA Group has appointed Alberto Lopez as Relationship Manager of the Life and Investments Division.
“Our Company is thrilled to have Alberto join the life and investments team,” said Jaime Landivar, Vice President of the Life and Investments at PA Group. “We were impressed by his extensive experience, understanding of the industry and his consultative approach when working with international financial advisors. We are certain that Alberto is going to be an invaluable member of PA Group.”
In his new role, Lopez will be responsible for providing sales support to independent financial advisors, agencies and other distribution channels throughout Latin America and the Caribbean.
Lopez was previously Complex Operations Manager at UBS International, where he managed operations and trade desk sales for the Miami and Uruguay branches, supervising more than 60 financial advisers. Additionally, he was an Operations Specialist at Wells Fargo Advisors where he oversaw the Miami complex operations leadership board and audit preparations.
Lopez earned his bachelor’s degree, summa cum laude, in economics with a minor in business administration from the University of Florida. He holds Series 7, Series 66, Series 9 and Series 10 licenses.