Juan Lopez in

Juan Lopez

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Executive Director - Corporate & Investment Banking Finance at Wells Fargo
📍 Charlotte Metro, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
20 Years
Current Role
Executive Director - Corporate & Investment Banking Finance
Job Level
Senior
Location
Charlotte Metro, United States
Personality Overview

How Juan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Juan cares about

Strategic Priorities
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Career

Work history

12-2024
Executive Director - Corporate & Investment Banking Finance
Wells Fargo
6-2022 - 12-2024
Vice President - Corporate Development
Wells Fargo
10-2015 - 5-2022
Senior Vice President - Corporate Finance | FP&A
Investors Bank
8-2011 - 10-2015
Vice President - Corporate Banking
RBC Capital Markets
8-2004 - 8-2011
Associate Analyst - Banking | RMBS | CMBS
Moody's Investors Service
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration
Cornell University
Master of Accounting
University of North Carolina at Chapel Hill
Bachelor of Business Administration
Baruch College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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