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Anthony Lopez
Wealth Management Associate at Vicctus Multi Family Office
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Work Experience
Jun 2018 - Present · 6 years and 7 months
Wealth Management Associate
Mar 2022 - Present · 2 years and 10 months
Wealth Management Senior Analyst
Mar 2020 - Feb 2022 · 1 years and 11 months
Wealth Management Analyst
Jun 2018 - Feb 2020 · 1 years and 8 months
Company Details
Vicctus es el Multi Family Office del Grupo Credicorp, especializado en la gestión integral y continua del patrimonio global de las familias. Con el expertise y dedicación de un equipo multidisciplinario, nos comprometemos con los objetivos de vida de las familias para preservar el legado para las siguientes generaciones.
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Industry
Investment Management
HQ Location
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Keywords
Multi Family OfficeInvestment ManagementFinancial PlanningPlanificación Sucesoriaand Tax Planning
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