Philip Lopez
Login to view DISC.Philip is a Vice President and Financial Advisor at Oswald Companies with over three decades of experience. He specializes in wealth management, business succession, and estate planning for professionals and business owners. He holds a Bachelors Degree from Baldwin Wallace University.
He appears to be actively engaged in his local community, participating on panels and connecting with other community leaders. Philip also maintains a connection with his alma mater, Baldwin Wallace University, and follows local business and legal firms.
He was promoted to Vice President at Oswald Companies after starting his third full calendar year with the firm.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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Work history
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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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